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Benefits Intelligence/Broker Directory/North Carolina

Henry Estep

Wilmington, NC

Henry Estep of Wilmington, NC is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $340,952 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$340,952
plan year 2024

Quick answer

Henry Estep (Wilmington, NC) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Henry Estep have?
Henry Estep is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Henry Estep's largest employer clients?
By plan participants, the largest include Well Care Health, LLC (439 participants).
How much does Henry Estep earn in commissions?
Insurers reported $340,952 in broker commissions paid to Henry Estep for plan year 2024, per Schedule A Part 1.
Where is Henry Estep located?
Henry Estep is based in Wilmington, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Henry Estep 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
Well Care Health, LLCNC4392021-12-31

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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.