Harold W Wells & Sons Inc
Wilmington, NC
Harold W Wells & Sons Inc of Wilmington, NC is the broker of record on 12 Form 5500 Schedule A filings covering 10 employer benefit plans across 3 states, with $138,202 in reported broker commissions (plan year 2025).
Quick answer
Harold W Wells & Sons Inc (Wilmington, NC) is the broker of record for 10 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Harold W Wells & Sons Inc have?
- Harold W Wells & Sons Inc is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 3 states.
- Who are Harold W Wells & Sons Inc's largest employer clients?
- By plan participants, the largest include Coastal Horizons Center, Inc. (621 participants), Lower Cape Fear Hospice, Incorporated (446 participants) and Peak Resources Inc (313 participants).
- How much does Harold W Wells & Sons Inc earn in commissions?
- Insurers reported $138,202 in broker commissions and $94,110 in fees paid to Harold W Wells & Sons Inc for plan year 2025, per Schedule A Part 1.
- Where is Harold W Wells & Sons Inc located?
- Harold W Wells & Sons Inc is based in Wilmington, NC and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Harold W Wells & Sons 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 |
|---|---|---|---|
| Coastal Horizons Center, Inc. | NC | 621 | 2025-06-30 |
| Lower Cape Fear Hospice, Incorporated | NC | 446 | 2025-12-31 |
| Peak Resources Inc | NC | 313 | 2025-09-30 |
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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.