Nancy Ellen Carlson
Sun City, AZ
Nancy Ellen Carlson of Sun City, AZ is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans, with $1,858 in reported broker commissions (plan year 2025).
Quick answer
Nancy Ellen Carlson (Sun City, AZ) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Nancy Ellen Carlson have?
- Nancy Ellen Carlson is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
- Who are Nancy Ellen Carlson's largest employer clients?
- By plan participants, the largest include Arizona Financial Credit Union Benefit Plan (658 participants), Winslow Memorial Hospital, Inc. (225 participants) and Anderson Security Agency, Ltd (150 participants).
- How much does Nancy Ellen Carlson earn in commissions?
- Insurers reported $1,858 in broker commissions and $124 in fees paid to Nancy Ellen Carlson for plan year 2025, per Schedule A Part 1.
- Where is Nancy Ellen Carlson located?
- Nancy Ellen Carlson is based in Sun City, AZ.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Nancy Ellen Carlson on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Arizona Financial Credit Union Benefit Plan | AZ | 658 | 2025-12-31 |
| Winslow Memorial Hospital, Inc. | AZ | 225 | 2025-12-31 |
| Anderson Security Agency, Ltd | AZ | 150 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Arizona
- Osaic Wealth Inc: 512 employer clients, $13,124,913 reported commissions (Scottsdale)
- Stealth Partner Group LLC: 350 employer clients, $14,682,220 reported commissions (Scottsdale)
- Rogers Benefit Group Inc: 317 employer clients, $2,131,862 reported commissions (Phoenix)
- Osaic Fa Inc: 223 employer clients, $5,324,402 reported commissions (Scottsdale)
- Totalis Benefits: 222 employer clients, $1,093,777 reported commissions (Scottsdale)
- Alterity Broker Solutions, Inc: 140 employer clients, $2,318,282 reported commissions (Scottsdale)
- Benefit Commerce Grp, An Alera Grp: 80 employer clients, $8,644,835 reported commissions (Scottsdale)
- Bcbs Of Arizona: 78 employer clients, $381,817 reported commissions (Phoenix)
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.