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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 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $172,269 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$172,269
plan year 2024

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 IncNC1942025-02-28
Lake Norman Security Patrol, Inc.NC1362025-09-30

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.