Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Michael Beck

Durham, NC

Michael Beck of Durham, NC is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $112,642 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$112,642
plan year 2024

Quick answer

Michael Beck (Durham, NC) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Michael Beck have?
Michael Beck is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Michael Beck's largest employer clients?
By plan participants, the largest include Covenant Healthcare LLC (471 participants), Latino Community Credit Union (302 participants) and Cranfill Sumner, LLP (104 participants).
How much does Michael Beck earn in commissions?
Insurers reported $112,642 in broker commissions paid to Michael Beck for plan year 2024, per Schedule A Part 1.
Where is Michael Beck located?
Michael Beck is based in Durham, NC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Michael Beck 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
Covenant Healthcare LLCWI4712024-12-31
Latino Community Credit UnionNC3022025-09-30
Cranfill Sumner, LLPNC1042025-09-30

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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.