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Benefits Intelligence/Broker Directory/North Carolina

David Tate

Greensboro, NC

David Tate of Greensboro, NC is the broker of record on 23 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $7,040 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
23
States served
3
Reported commissions
$7,040
plan year 2025
Reported fees
$1,015

Employer clients

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

EmployerStateParticipantsPlan year end
Medical Facilities Of North Carolina, Inc.VA1,1072009-12-31
Eagle Transport CorporationNC6612014-06-30
Smith Turf & Irrigation L.L.C.NC1772002-06-30
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Other benefits brokers in North Carolina

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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.