Robert P Carter
Falling Waters, WV
Robert P Carter of Falling Waters, WV is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $221 in reported broker commissions (plan year 2025).
Quick answer
Robert P Carter (Falling Waters, WV) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Robert P Carter have?
- Robert P Carter is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Robert P Carter's largest employer clients?
- By plan participants, the largest include James River Equipment (1,496 participants) and Winchester Equipment Co (194 participants).
- How much does Robert P Carter earn in commissions?
- Insurers reported $221 in broker commissions paid to Robert P Carter for plan year 2025, per Schedule A Part 1.
- Where is Robert P Carter located?
- Robert P Carter is based in Falling Waters, WV.
- How does Robert P Carter rank among benefits brokers in West Virginia?
- Robert P Carter ranks #42 by employer clients among the 50 most active benefits brokers based in West Virginia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Robert P Carter 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 |
|---|---|---|---|
| James River Equipment | VA | 1,496 | 2025-02-28 |
| Winchester Equipment Co | VA | 194 | 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.