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Benefits Intelligence/Broker Directory/North Carolina

Jason Douglas Wise

Raleigh, NC

Jason Douglas Wise of Raleigh, NC is the broker of record on 17 Form 5500 Schedule A filings covering 13 employer benefit plans across 6 states, with $1,472 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
17
States served
6
Reported commissions
$1,472
plan year 2025

Quick answer

Jason Douglas Wise (Raleigh, NC) is the broker of record for 13 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jason Douglas Wise have?
Jason Douglas Wise is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 6 states.
Who are Jason Douglas Wise's largest employer clients?
By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Jordan Lumber & Supply, Inc. (461 participants) and Eyas Hospitalty Group North Carolina 1 LLC (350 participants).
How much does Jason Douglas Wise earn in commissions?
Insurers reported $1,472 in broker commissions paid to Jason Douglas Wise for plan year 2025, per Schedule A Part 1.
Where is Jason Douglas Wise located?
Jason Douglas Wise is based in Raleigh, NC and has employer clients in 6 states.
How does Jason Douglas Wise rank among benefits brokers in North Carolina?
Jason Douglas Wise ranks #41 by employer clients among the 50 most active benefits brokers based in North Carolina.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jason Douglas Wise 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
W. G. Yates & Sons Construction Company & Affiliated CompaniesMS1,3092025-12-31
Jordan Lumber & Supply, Inc.NC4612025-12-31
Eyas Hospitalty Group North Carolina 1 LLCNC3502025-04-30
10 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.