Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Isbi Holdings

Winston Salem, NC

Isbi Holdings of Winston Salem, NC is the broker of record on 31 Form 5500 Schedule A filings covering 18 employer benefit plans, with $162,009 in reported broker commissions (plan year 2023).

Employer clients
18
distinct plan sponsors
Schedule A filings
31
States served
1
Reported commissions
$162,009
plan year 2023
Reported fees
$13,144

Employer clients

Plan sponsors naming Isbi Holdings 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
Bethany Medical CenterNC5682022-10-31
Solid Surface Care, Inc.NC3842019-10-31
Strata Solar, LLCNC3682023-12-31
15 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 now

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.