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Benefits Intelligence/Broker Directory/North Carolina

Lewis Gale

Raleigh, NC

Lewis Gale of Raleigh, NC is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $73 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$73
plan year 2025

Quick answer

Lewis Gale (Raleigh, NC) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lewis Gale have?
Lewis Gale is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Lewis Gale's largest employer clients?
By plan participants, the largest include Wilson Bank & Trust (650 participants), Simventions, Inc. (312 participants) and Talbert Building Supply, Inc (225 participants).
How much does Lewis Gale earn in commissions?
Insurers reported $73 in broker commissions paid to Lewis Gale for plan year 2025, per Schedule A Part 1.
Where is Lewis Gale located?
Lewis Gale is based in Raleigh, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lewis Gale 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
Wilson Bank & TrustTN6502025-12-31
Simventions, Inc.VA3122025-12-31
Talbert Building Supply, IncNC2252025-08-31

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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.