How many employer clients does Richard Worrell LLC have?

Richard Worrell LLC is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 4 states.

Who are Richard Worrell LLC's largest employer clients?

By plan participants, the largest include Dp World Cl Holding Americas Inc. (3,983 participants), Samaritan'S Purse (1,496 participants) and Billy Graham Evangelistic Association (569 participants).

How much does Richard Worrell LLC earn in commissions?

Insurers reported $14,259 in broker commissions and $3,272 in fees paid to Richard Worrell LLC for plan year 2025, per Schedule A Part 1.

Where is Richard Worrell LLC located?

Richard Worrell LLC is based in Charlotte, NC and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/North Carolina

Richard Worrell LLC

Charlotte, NC

Richard Worrell LLC of Charlotte, NC is the broker of record on 14 Form 5500 Schedule A filings covering 9 employer benefit plans across 4 states, with $14,259 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$14,259

plan year 2025

Reported fees

$3,272

Quick answer

Richard Worrell LLC (Charlotte, NC) is the broker of record for 9 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Richard Worrell LLC have?: Richard Worrell LLC is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 4 states.
Who are Richard Worrell LLC's largest employer clients?: By plan participants, the largest include Dp World Cl Holding Americas Inc. (3,983 participants), Samaritan'S Purse (1,496 participants) and Billy Graham Evangelistic Association (569 participants).
How much does Richard Worrell LLC earn in commissions?: Insurers reported $14,259 in broker commissions and $3,272 in fees paid to Richard Worrell LLC for plan year 2025, per Schedule A Part 1.
Where is Richard Worrell LLC located?: Richard Worrell LLC is based in Charlotte, NC and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Richard Worrell 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
Dp World Cl Holding Americas Inc.	MI	3,983	2025-12-31
Samaritan'S Purse	NC	1,496	2024-12-31
Billy Graham Evangelistic Association	NC	569	2025-12-31

6 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.