How many employer clients does David M Steele have?

David M Steele is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.

Who are David M Steele's largest employer clients?

By plan participants, the largest include Valicy, Inc. (274 participants), Tobacco Rag Processors Inc (246 participants) and Garris Evans Lumber Company, Inc. (154 participants).

How much does David M Steele earn in commissions?

Insurers reported $386,682 in broker commissions paid to David M Steele for plan year 2025, per Schedule A Part 1.

Where is David M Steele located?

David M Steele is based in Greenville, NC.

Benefits Intelligence/Broker Directory/North Carolina

David M Steele

Greenville, NC

David M Steele of Greenville, NC is the broker of record on 10 Form 5500 Schedule A filings covering 3 employer benefit plans, with $386,682 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$386,682

plan year 2025

Quick answer

David M Steele (Greenville, NC) is the broker of record for 3 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David M Steele have?: David M Steele is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are David M Steele's largest employer clients?: By plan participants, the largest include Valicy, Inc. (274 participants), Tobacco Rag Processors Inc (246 participants) and Garris Evans Lumber Company, Inc. (154 participants).
How much does David M Steele earn in commissions?: Insurers reported $386,682 in broker commissions paid to David M Steele for plan year 2025, per Schedule A Part 1.
Where is David M Steele located?: David M Steele is based in Greenville, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David M Steele on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Valicy, Inc.	NC	274	2026-02-28
Tobacco Rag Processors Inc	NC	246	2026-03-31
Garris Evans Lumber Company, Inc.	NC	154	2025-07-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.