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Benefits Intelligence/Broker Directory/North Carolina

Jonathan Andrew Ferguson

Charlotte, NC

Jonathan Andrew Ferguson of Charlotte, NC is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $166 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$166
plan year 2025

Employer clients

Plan sponsors naming Jonathan Andrew Ferguson 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
Speedway Motorsports, LLCNC6982024-12-31
Codac Health, Recovery & WellnessAZ2662024-12-31
Community Trust Bancorp, Inc.KY2442024-12-31

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Other benefits brokers in North Carolina

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.