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Benefits Intelligence/Broker Directory/North Carolina

Geoffrey Ricks

Cornelius, NC

Geoffrey Ricks of Cornelius, NC is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $235,132 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$235,132
plan year 2025

Employer clients

Plan sponsors naming Geoffrey Ricks 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
P&G Security Guard IncNC4202024-12-31
Carolina Therapeutic Services IncNC1582026-02-28
Lake Norman Security Patrol, Inc.NC1362025-09-30

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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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.