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Benefits Intelligence/Broker Directory/North Carolina

Harold W Wells & Son Inc

Wilmington, NC

Harold W Wells & Son Inc of Wilmington, NC is the broker of record on 14 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $178,092 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
14
States served
2
Reported commissions
$178,092
plan year 2025
Reported fees
$42,295

Quick answer

Harold W Wells & Son Inc (Wilmington, NC) is the broker of record for 10 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Harold W Wells & Son Inc have?
Harold W Wells & Son Inc is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are Harold W Wells & Son Inc's largest employer clients?
By plan participants, the largest include Ncino, Inc. (1,637 participants), Black'S Tire Service, Inc. (1,029 participants) and North Carolina Home Builders Association, Inc. Group Insurance Trust (706 participants).
How much does Harold W Wells & Son Inc earn in commissions?
Insurers reported $178,092 in broker commissions and $42,295 in fees paid to Harold W Wells & Son Inc for plan year 2025, per Schedule A Part 1.
Where is Harold W Wells & Son Inc located?
Harold W Wells & Son Inc is based in Wilmington, NC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Harold W Wells & Son Inc 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
Ncino, Inc.NC1,6372025-12-31
Black'S Tire Service, Inc.NC1,0292026-02-28
North Carolina Home Builders Association, Inc. Group Insurance TrustNC7062025-06-30
7 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.