Employee benefits brokers in North Carolina
1,718 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 |
|---|---|---|---|---|
| Carolina Benefits & Planning Inc | Garner, NC | 3 | 5 | $136,827 |
| Charles E Allen | Charlotte, NC | 1 | 5 | $26,341 |
| Charles Edward Allen | Charlotte, NC | 1 | 5 | $208,670 |
| Christopher T Giles | Gastonia, NC | 1 | 5 | $238,755 |
| Corporate Plans & Services | Mooresville, NC | 4 | 5 | n/a |
| Curi Agency, LLC | Raleigh, NC | 2 | 5 | $23,523 |
| Dana Summers | Hays, NC | 3 | 5 | $7,312 |
| Daniel Richardson | Charlotte, NC | 3 | 5 | $29,354 |
| David Steele | Greenville, NC | 4 | 5 | $98,442 |
| Dexter Insurance Associates, Inc. | Charlotte, NC | 3 | 5 | $172,929 |
| Drew M Lamb | Charlotte, NC | 3 | 5 | $81,851 |
| Elaine M Ruiz | Jefferson, NC | 3 | 5 | $8,565 |
| Elm Street Capital LLC | Greensboro, NC | 4 | 5 | n/a |
| Emma Ann Dean | Elizabethtown, NC | 4 | 5 | $15 |
| Gregory E Meyer | Greensboro, NC | 5 | 5 | $181 |
| James A. Scott & Son Inc - Charlott | Charlotte, NC | 4 | 5 | $11,981 |
| Jeffrey Brandon Mcree | Cornelius, NC | 4 | 5 | $4,136 |
| John Hall | Matthews, NC | 4 | 5 | $3,637 |
| Juan Carlos Suarez | Winston Salem, NC | 5 | 5 | $2,197 |
| Katherine Pate | Zebulon, NC | 3 | 5 | $20,916 |
| Keena S. George | Maiden, NC | 4 | 5 | $324 |
| Kim J Williams | Lewisville, NC | 5 | 5 | $146 |
| Linda P Coleman | Davidson, NC | 3 | 5 | $2,251 |
| Lynn M Mcleod | Mills River, NC | 5 | 5 | $3,495 |
| Marsh & Mclennan Agency LLC Dba | Greensboro, NC | 5 | 5 | $303,619 |
| Marsh & Mclennan Agency LLC-Nc | Raleigh, NC | 3 | 5 | $47,920 |
| Mason C Lee | Wilson, NC | 4 | 5 | $1,008 |
| Mcgriff, A Marsh Mclennan Agency | Charlotte, NC | 5 | 5 | $71,502 |
| Melia Communications | Wilmington, NC | 5 | 5 | $3,155 |
| Michael Mccarthy | Mooresville, NC | 4 | 5 | $136 |
| Morrill John B | Charlotte, NC | 5 | 5 | $129,650 |
| Nfp Corporate Benefits Advisors | Charlotte, NC | 5 | 5 | $75,575 |
| Paul Bruno | Charlotte, NC | 3 | 5 | $273,278 |
| Phillip Mchone | Yadkinville, NC | 4 | 5 | $1,011 |
| Sandra Lynn Rachman | Wake Forest, NC | 3 | 5 | $2,960 |
| Senn Dunn A Marsh & Mclennan Agency | Greensboro, NC | 3 | 5 | $12,590 |
| Stephen Strickland | Roanoke Rapids, NC | 4 | 5 | $13 |
| Strategic Retire Administration LLC | Greensboro, NC | 3 | 5 | n/a |
| The Benefit Planning Group | Raleigh, NC | 3 | 5 | $20,183 |
| The New England | Charlotte, NC | 3 | 5 | $13,914 |
| Thomas Edward Bradbury | Fletcher, NC | 2 | 5 | $2,353 |
| Troy Weaver | Burgaw, NC | 4 | 5 | $358 |
| William L Baker Iv | Raleigh, NC | 4 | 5 | $377 |
| Z3 Enterprises Inc | Trinity, NC | 4 | 5 | $466 |
| Amy M Buchanan | Kill Devil Hills, NC | 4 | 4 | $221 |
| Anne H Martin | Creswell, NC | 3 | 4 | $234 |
| B3 Enrollment Services LLC | Charlotte, NC | 3 | 4 | $9,153 |
| Bettena L Winnicki | Winston Salem, NC | 4 | 4 | $1,360 |
| Corporate Benefit Services | Charlotte, NC | 3 | 4 | n/a |
| David Simas | Charlotte, NC | 3 | 4 | $207,625 |
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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