Independent Benefit Advisors
Apex, NC
Independent Benefit Advisors of Apex, NC is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $8,849 in reported broker commissions (plan year 2024).
Quick answer
Independent Benefit Advisors (Apex, NC) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Independent Benefit Advisors have?
- Independent Benefit Advisors is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Independent Benefit Advisors's largest employer clients?
- By plan participants, the largest include Goodwill Industries Of Northwest North Carolina, Inc. (900 participants) and Shawmut Infinite, LLC (96 participants).
- How much does Independent Benefit Advisors earn in commissions?
- Insurers reported $8,849 in broker commissions and $1,725 in fees paid to Independent Benefit Advisors for plan year 2024, per Schedule A Part 1.
- Where is Independent Benefit Advisors located?
- Independent Benefit Advisors is based in Apex, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Independent Benefit Advisors 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 |
|---|---|---|---|
| Goodwill Industries Of Northwest North Carolina, Inc. | NC | 900 | 2024-12-31 |
| Shawmut Infinite, LLC | NC | 96 | 2024-12-31 |
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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.