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Benefits Intelligence/Broker Directory/North Carolina

Piedmont Benefits Group Inc

Cornelius, NC

Piedmont Benefits Group Inc of Cornelius, NC is the broker of record on 12 Form 5500 Schedule A filings covering 6 employer benefit plans, with $334,679 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
12
States served
1
Reported commissions
$334,679
plan year 2025
Reported fees
$11,776

Quick answer

Piedmont Benefits Group Inc (Cornelius, NC) is the broker of record for 6 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Piedmont Benefits Group Inc have?
Piedmont Benefits Group Inc is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Piedmont Benefits Group Inc's largest employer clients?
By plan participants, the largest include Randy Marion Inc (930 participants), Carolina Therapeutic Services Inc (158 participants) and Lake Norman Security Patrol, Inc. (136 participants).
How much does Piedmont Benefits Group Inc earn in commissions?
Insurers reported $334,679 in broker commissions and $11,776 in fees paid to Piedmont Benefits Group Inc for plan year 2025, per Schedule A Part 1.
Where is Piedmont Benefits Group Inc located?
Piedmont Benefits Group Inc is based in Cornelius, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Piedmont Benefits Group Inc 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
Randy Marion IncNC9302024-12-31
Carolina Therapeutic Services IncNC1582026-02-28
Lake Norman Security Patrol, Inc.NC1362025-09-30
3 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.