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Benefits Intelligence/Broker Directory/North Carolina

Emerson Rogers LLC Nc Sc

Charlotte, NC

Emerson Rogers LLC Nc Sc of Charlotte, NC is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $457 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
3
Reported commissions
$457
plan year 2025
Reported fees
$13,607

Quick answer

Emerson Rogers LLC Nc Sc (Charlotte, NC) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Emerson Rogers LLC Nc Sc have?
Emerson Rogers LLC Nc Sc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Emerson Rogers LLC Nc Sc's largest employer clients?
By plan participants, the largest include Patenuade & Felix, A.P.C. (147 participants) and Global Contact Services, LLC (144 participants).
How much does Emerson Rogers LLC Nc Sc earn in commissions?
Insurers reported $457 in broker commissions and $13,607 in fees paid to Emerson Rogers LLC Nc Sc for plan year 2025, per Schedule A Part 1.
Where is Emerson Rogers LLC Nc Sc located?
Emerson Rogers LLC Nc Sc is based in Charlotte, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Emerson Rogers LLC Nc Sc 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
Patenuade & Felix, A.P.C.CA1472025-09-30
Global Contact Services, LLCNC1442025-06-30
1 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.