Hub International Carolina
Charlotte, NC
Hub International Carolina of Charlotte, NC is the broker of record on 26 Form 5500 Schedule A filings covering 18 employer benefit plans across 4 states, with $624,115 in reported broker commissions (plan year 2025).
Quick answer
Hub International Carolina (Charlotte, NC) is the broker of record for 18 employer benefit plan sponsors on 26 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Hub International Carolina have?
- Hub International Carolina is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 4 states.
- Who are Hub International Carolina's largest employer clients?
- By plan participants, the largest include Phoenix Senior Living (1,549 participants), Adams Electric Company, Inc. (549 participants) and S&F Family Office, Inc. (367 participants).
- How much does Hub International Carolina earn in commissions?
- Insurers reported $624,115 in broker commissions and $124,041 in fees paid to Hub International Carolina for plan year 2025, per Schedule A Part 1.
- Where is Hub International Carolina located?
- Hub International Carolina is based in Charlotte, NC and has employer clients in 4 states.
- How does Hub International Carolina rank among benefits brokers in North Carolina?
- Hub International Carolina ranks #28 by employer clients among the 50 most active benefits brokers based in North Carolina.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Hub International Carolina 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 |
|---|---|---|---|
| Phoenix Senior Living | GA | 1,549 | 2025-12-31 |
| Adams Electric Company, Inc. | NC | 549 | 2025-03-31 |
| S&F Family Office, Inc. | NC | 367 | 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.