How many employer clients does Goodrum, Phillip, Porter have?

Goodrum, Phillip, Porter is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 4 states.

Who are Goodrum, Phillip, Porter's largest employer clients?

By plan participants, the largest include Valley Health (6,400 participants), Technimark LLC (1,246 participants) and Sew-Eurodrive, Inc. (1,088 participants).

How much does Goodrum, Phillip, Porter earn in commissions?

Insurers reported $9,357 in broker commissions paid to Goodrum, Phillip, Porter for plan year 2025, per Schedule A Part 1.

Where is Goodrum, Phillip, Porter located?

Goodrum, Phillip, Porter is based in Charlotte, NC and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/North Carolina

Goodrum, Phillip, Porter

Charlotte, NC

Goodrum, Phillip, Porter of Charlotte, NC is the broker of record on 13 Form 5500 Schedule A filings covering 9 employer benefit plans across 4 states, with $9,357 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$9,357

plan year 2025

Quick answer

Goodrum, Phillip, Porter (Charlotte, NC) is the broker of record for 9 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Goodrum, Phillip, Porter have?: Goodrum, Phillip, Porter is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 4 states.
Who are Goodrum, Phillip, Porter's largest employer clients?: By plan participants, the largest include Valley Health (6,400 participants), Technimark LLC (1,246 participants) and Sew-Eurodrive, Inc. (1,088 participants).
How much does Goodrum, Phillip, Porter earn in commissions?: Insurers reported $9,357 in broker commissions paid to Goodrum, Phillip, Porter for plan year 2025, per Schedule A Part 1.
Where is Goodrum, Phillip, Porter located?: Goodrum, Phillip, Porter is based in Charlotte, NC and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Goodrum, Phillip, Porter 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
Valley Health	VA	6,400	2025-12-31
Technimark LLC	NC	1,246	2026-03-31
Sew-Eurodrive, Inc.	SC	1,088	2025-12-31

6 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.