Fundz
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Benefits Intelligence/Broker Directory/North Carolina

J. Arthur Dail, Inc.

Charlotte, NC

J. Arthur Dail, Inc. of Charlotte, NC is the broker of record on 10 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $740,197 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
10
States served
2
Reported commissions
$740,197
plan year 2025

Quick answer

J. Arthur Dail, Inc. (Charlotte, NC) is the broker of record for 5 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does J. Arthur Dail, Inc. have?
J. Arthur Dail, Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are J. Arthur Dail, Inc.'s largest employer clients?
By plan participants, the largest include Ingles Markets Incorporated (14,723 participants), Bju, Inc. (540 participants) and Bju Education Group, Inc. (469 participants).
How much does J. Arthur Dail, Inc. earn in commissions?
Insurers reported $740,197 in broker commissions paid to J. Arthur Dail, Inc. for plan year 2025, per Schedule A Part 1.
Where is J. Arthur Dail, Inc. located?
J. Arthur Dail, Inc. is based in Charlotte, NC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming J. Arthur Dail, Inc. 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
Ingles Markets IncorporatedNC14,7232025-12-31
Bju, Inc.SC5402025-12-31
Bju Education Group, Inc.SC4692025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.