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Benefits Intelligence/Broker Directory/North Carolina

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).

Employer clients
10
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$138,202
plan year 2025
Reported fees
$94,110

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.

EmployerStateParticipantsPlan year end
Coastal Horizons Center, Inc.NC6212025-06-30
Lower Cape Fear Hospice, IncorporatedNC4462025-12-31
Peak Resources IncNC3132025-09-30
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.