Gage Benefit Advisors Inc.
Charlotte, NC
Gage Benefit Advisors Inc. of Charlotte, NC is the broker of record on 9 Form 5500 Schedule A filings covering 6 employer benefit plans, with $185,664 in reported broker commissions (plan year 2025).
Quick answer
Gage Benefit Advisors Inc. (Charlotte, NC) is the broker of record for 6 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Gage Benefit Advisors Inc. have?
- Gage Benefit Advisors Inc. is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
- Who are Gage Benefit Advisors Inc.'s largest employer clients?
- By plan participants, the largest include Marsh Furniture Company (443 participants), Robert E Mason And Associates, Inc. (328 participants) and Wesley Hall, Inc. Employee Benefit (307 participants).
- How much does Gage Benefit Advisors Inc. earn in commissions?
- Insurers reported $185,664 in broker commissions and $223,944 in fees paid to Gage Benefit Advisors Inc. for plan year 2025, per Schedule A Part 1.
- Where is Gage Benefit Advisors Inc. located?
- Gage Benefit Advisors Inc. is based in Charlotte, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Gage Benefit Advisors Inc. 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 |
|---|---|---|---|
| Marsh Furniture Company | NC | 443 | 2025-02-28 |
| Robert E Mason And Associates, Inc. | NC | 328 | 2025-03-31 |
| Wesley Hall, Inc. Employee Benefit | NC | 307 | 2025-12-31 |
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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.