How many employer clients does David Underwood have?

David Underwood is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 4 states.

Who are David Underwood's largest employer clients?

By plan participants, the largest include Eastern Band Of Cherokee Indians (2,492 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Krause Auto Group, LLC (1,086 participants).

How much does David Underwood earn in commissions?

Insurers reported $1,513 in broker commissions paid to David Underwood for plan year 2025, per Schedule A Part 1.

Where is David Underwood located?

David Underwood is based in Charlotte, NC and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/North Carolina

David Underwood

Charlotte, NC

David Underwood of Charlotte, NC is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 4 states, with $1,513 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,513

plan year 2025

Quick answer

David Underwood (Charlotte, NC) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Underwood have?: David Underwood is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 4 states.
Who are David Underwood's largest employer clients?: By plan participants, the largest include Eastern Band Of Cherokee Indians (2,492 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants) and Krause Auto Group, LLC (1,086 participants).
How much does David Underwood earn in commissions?: Insurers reported $1,513 in broker commissions paid to David Underwood for plan year 2025, per Schedule A Part 1.
Where is David Underwood located?: David Underwood is based in Charlotte, NC and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Underwood 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
Eastern Band Of Cherokee Indians	NC	2,492	2024-12-31
W. G. Yates & Sons Construction Company & Affiliated Companies	MS	1,309	2025-12-31
Krause Auto Group, LLC	GA	1,086	2025-12-31

4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.