Petrill And Associates LLC
Shelby, NC
Petrill And Associates LLC of Shelby, NC is the broker of record on 34 Form 5500 Schedule A filings covering 21 employer benefit plans across 3 states, with $19,579 in reported broker commissions (plan year 2025).
Quick answer
Petrill And Associates LLC (Shelby, NC) is the broker of record for 21 employer benefit plan sponsors on 34 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Petrill And Associates LLC have?
- Petrill And Associates LLC is named as broker on Form 5500 Schedule A filings for 21 distinct plan sponsors in 3 states.
- Who are Petrill And Associates LLC's largest employer clients?
- By plan participants, the largest include Csp Innovations, Inc. (3,123 participants), Kuka Us Holdings Company LLC (2,452 participants) and Sun Pharmaceutical Industries, Inc. (1,696 participants).
- How much does Petrill And Associates LLC earn in commissions?
- Insurers reported $19,579 in broker commissions paid to Petrill And Associates LLC for plan year 2025, per Schedule A Part 1.
- Where is Petrill And Associates LLC located?
- Petrill And Associates LLC is based in Shelby, NC and has employer clients in 3 states.
- How does Petrill And Associates LLC rank among benefits brokers in North Carolina?
- Petrill And Associates LLC ranks #22 by employer clients among the 50 most active benefits brokers based in North Carolina.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Petrill And Associates LLC 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 |
|---|---|---|---|
| Csp Innovations, Inc. | MI | 3,123 | 2025-12-31 |
| Kuka Us Holdings Company LLC | MI | 2,452 | 2025-12-31 |
| Sun Pharmaceutical Industries, Inc. | NJ | 1,696 | 2025-12-31 |
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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.