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Benefits Intelligence/Broker Directory/North Carolina

Phillip Mchone

Yadkinville, NC

Phillip Mchone of Yadkinville, NC is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $1,017 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$1,017
plan year 2025

Quick answer

Phillip Mchone (Yadkinville, NC) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Phillip Mchone have?
Phillip Mchone is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Phillip Mchone's largest employer clients?
By plan participants, the largest include Progressive Ae, Inc. (334 participants), Defender Services, Inc. (226 participants) and Ksm Castings Usa Inc. (178 participants).
How much does Phillip Mchone earn in commissions?
Insurers reported $1,017 in broker commissions paid to Phillip Mchone for plan year 2025, per Schedule A Part 1.
Where is Phillip Mchone located?
Phillip Mchone is based in Yadkinville, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Phillip Mchone 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
Progressive Ae, Inc.MI3342025-12-31
Defender Services, Inc.SC2262025-12-31
Ksm Castings Usa Inc.NC1782025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.