Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Heather Moore

Charlotte, NC

Heather Moore of Charlotte, NC is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $322,644 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$322,644
plan year 2025

Quick answer

Heather Moore (Charlotte, NC) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Heather Moore have?
Heather Moore is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Heather Moore's largest employer clients?
By plan participants, the largest include Premier Research International LLC (926 participants) and Abb- E-Mobility, Inc. (216 participants).
How much does Heather Moore earn in commissions?
Insurers reported $322,644 in broker commissions paid to Heather Moore for plan year 2025, per Schedule A Part 1.
Where is Heather Moore located?
Heather Moore is based in Charlotte, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Heather Moore 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
Premier Research International LLCNC9262024-12-31
Abb- E-Mobility, Inc.NC2162025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in North Carolina

All brokers in North Carolina →

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.