How many employer clients does Henry V. Estep have?

Henry V. Estep is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.

Who are Henry V. Estep's largest employer clients?

By plan participants, the largest include Well Care Health, LLC (279 participants) and Marine Federal Credit Union (183 participants).

How much does Henry V. Estep earn in commissions?

Insurers reported $69,376 in broker commissions paid to Henry V. Estep for plan year 2025, per Schedule A Part 1.

Where is Henry V. Estep located?

Henry V. Estep is based in Wilmington, NC.

Benefits Intelligence/Broker Directory/North Carolina

Henry V. Estep

Wilmington, NC

Henry V. Estep of Wilmington, NC is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $69,376 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$69,376

plan year 2025

Quick answer

Henry V. Estep (Wilmington, 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 Henry V. Estep have?: Henry V. Estep is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Henry V. Estep's largest employer clients?: By plan participants, the largest include Well Care Health, LLC (279 participants) and Marine Federal Credit Union (183 participants).
How much does Henry V. Estep earn in commissions?: Insurers reported $69,376 in broker commissions paid to Henry V. Estep for plan year 2025, per Schedule A Part 1.
Where is Henry V. Estep located?: Henry V. Estep is based in Wilmington, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Henry V. Estep 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
Well Care Health, LLC	NC	279	2016-12-31
Marine Federal Credit Union	NC	183	2025-12-31

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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.