Employee benefits brokers in North Carolina
1,933 employee benefits brokers of record are on file in North Carolina, named on Form 5500 Schedule A filings by the employers whose plans they place.
| Broker of record | Location | Employer clients | Filings | Commissions |
|---|---|---|---|---|
| Lisa A Ballance | Charlotte, NC | 1 | 2 | $7 |
| Lisa Porter | Concord, NC | 1 | 2 | $258 |
| Laura Sumie Celis Gamas | Jeffersonville, NC | 1 | 2 | $23 |
| Larry W Nicholson Jr | Charlotte, NC | 2 | 2 | $7 |
| Andy C Hester | Wilmington, NC | 2 | 2 | $135 |
| Krystal L Ellison | Greensboro, NC | 1 | 2 | $-5 |
| James R Hill Jr. | Greensboro, NC | 2 | 2 | $539 |
| James Richard Worrell | Charlotte, NC | 2 | 2 | $3,381 |
| Charles R Ballou | Jefferson, NC | 1 | 2 | $2,011 |
| Gina B Wainwright | Morehead City, NC | 2 | 2 | $10,101 |
| David L Saine | Hickory, NC | 1 | 2 | $29 |
| Krytona E Reynolds | Newton, NC | 1 | 2 | $28 |
| James Snider Jr | Denver, NC | 2 | 2 | $629 |
| James T Price | Greenville Pitt, NC | 2 | 2 | $113,338 |
| Leslie F Morse | Pinehurst, NC | 2 | 2 | $55 |
| Kimbra K Pendley | Morganton, NC | 1 | 2 | $26 |
| Kenneth Harbin | Monroe, NC | 2 | 2 | $59,314 |
| Kim E Lampley | Raleigh, NC | 1 | 2 | $90 |
| Kenna S George | Maiden, NC | 2 | 2 | $2,094 |
| Kenneth Crist | Raleigh, NC | 2 | 2 | $98,084 |
| Gary D Nabors | Wake Forest, NC | 2 | 2 | $81 |
| Andrew T Story | Hickory, NC | 1 | 2 | $23 |
| Kandace Mary Mccarthy | Mooresville, NC | 2 | 2 | $202 |
| Jane Faust | Concord, NC | 1 | 2 | $46 |
| Jane S Whicker | Advance, NC | 2 | 2 | $383 |
| Kandace M Mccarthy | Mooresville, NC | 2 | 2 | $2,573 |
| Gallagher Benefits Service | Charlotte, NC | 1 | 2 | $103 |
| Justin O'Quinn | Raleigh, NC | 1 | 2 | $59,003 |
| Katherine Fernandes | Chapel Hill, NC | 2 | 2 | $41,092 |
| Kathryn Shadel | Hillsborough, NC | 1 | 2 | $3 |
| Chad Huff | Rural Hall, NC | 2 | 2 | $59,506 |
| Cetera Advisors LLC | Cary, NC | 2 | 2 | $2,120 |
| Josh Fields Services | Waynesville, NC | 2 | 2 | $3,673 |
| Joseph E Harten | Charlotte, NC | 2 | 2 | $37,679 |
| Josh Williams Enterprises Inc. | Asheville, NC | 2 | 2 | $4,993 |
| Jrw Associtates Inc | Raleigh, NC | 1 | 2 | $14,634 |
| Katie Jo Whitley | Morrisville, NC | 2 | 2 | $20 |
| Centerstone Insurance And Financial | Charlotte, NC | 2 | 2 | n/a |
| Jonathan Ferguson | Charlotte, NC | 1 | 2 | $172 |
| Centerstone Ins Fin Service | Charlotte, NC | 2 | 2 | $43,809 |
| Agmnga LLC | Wake Forest, NC | 1 | 2 | $3,847 |
| Florinda S Abee | Taylorsville, NC | 1 | 2 | $84 |
| Centerstone Ins And Financial Svcs | White Plains, NC | 2 | 2 | n/a |
| Jeff Hedges | Eastover, NC | 2 | 2 | $106 |
| John W Thomas | Taylorsville, NC | 1 | 2 | $2,615 |
| Jonathan Cooper | Charlotte, NC | 1 | 2 | $156,576 |
| John P Daniels | Wilmington, NC | 1 | 2 | $60,076 |
| First Citizens Investor Services, I | Raleigh, NC | 2 | 2 | $516 |
| John R Christiansen | Thomasville, NC | 1 | 2 | $272 |
| First Citizens Investor Services | Raleigh, NC | 2 | 2 | $17,517 |
Know which North Carolina plans are in play before renewal.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A.
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