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 |
|---|---|---|---|---|
| Elizabeth Dempsey | Charlotte, NC | 2 | 4 | $314 |
| Elizabeth F Dempsey | Charlotte, NC | 3 | 4 | $158 |
| Linda P Coleman | Davidson, NC | 3 | 4 | $1,335 |
| Shelley L Mclean | Charlotte, NC | 1 | 4 | $145,300 |
| Shive, Elizabeth B. | Lexington, NC | 1 | 4 | $159,159 |
| Stephen Strickland | Roanoke Rapids, NC | 4 | 4 | $10 |
| Drew M Lamb | Charlotte, NC | 3 | 4 | $81,079 |
| Shana Nicole Craig | Spruce Pine, NC | 3 | 4 | $903 |
| Elm Street Capital LLC | Greensboro, NC | 3 | 4 | — |
| Deuink, James William | Charlotte, NC | 4 | 4 | $89,008 |
| Dexter Insurance Associates, Inc. | Charlotte, NC | 2 | 4 | $139,481 |
| Keena S. George | Maiden, NC | 3 | 4 | $320 |
| Dena Jordan | Charlotte, NC | 4 | 4 | $6 |
| Katherine Pate | Zebulon, NC | 3 | 4 | $18,408 |
| Sandra Lynn Rachman | Wake Forest, NC | 3 | 4 | $2,955 |
| Rogers Benefit Group Inc | Charlotte, NC | 4 | 4 | — |
| John H Brown | Jefferson, NC | 2 | 4 | $273 |
| David Steele | Greenville, NC | 4 | 4 | $97,023 |
| Jonathan Andrew Ferguson | Charlotte, NC | 3 | 4 | $166 |
| Robert A Brown | High Point, NC | 4 | 4 | $2,097 |
| Jonathan Dunn | Charlotte, NC | 2 | 4 | $132 |
| Richardson, Daniel Ward | Charlotte, NC | 4 | 4 | $97,426 |
| Robert E. Lowder | Norwood, NC | 3 | 4 | $26,939 |
| Kjell T Terrell | Raleigh, NC | 4 | 4 | $188 |
| Hinrichs, Greg I | Charlotte, NC | 4 | 4 | $95,885 |
| Corporate Plans & Services | Mooresville, NC | 4 | 4 | — |
| Daniel Richardson | Charlotte, NC | 3 | 4 | $26,608 |
| Richard J Jones | Charlotte, NC | 3 | 4 | $66 |
| Senn Dunn Ins | Greensboro, NC | 3 | 4 | $85,824 |
| Tammy Britt Cooper | Bolivia, NC | 4 | 4 | $3,509 |
| Trinity Pension Group, LLC | Jamestown, NC | 4 | 4 | — |
| B3 Enrollment Services LLC | Charlotte, NC | 2 | 3 | $7,073 |
| Jeffrey D. Howard | Charlotte, NC | 1 | 3 | $11,443 |
| Carole H Martin | Asheville, NC | 2 | 3 | $311 |
| Jeffrey White | Wilmington, NC | 3 | 3 | $218 |
| Carla Petrina Wilson | Mooresville, NC | 3 | 3 | $2,624 |
| Precept | Raleigh, NC | 2 | 3 | — |
| Precept, A Division Of Mcgriff | Raleigh, NC | 3 | 3 | — |
| Amy F Kluttz | Concord, NC | 2 | 3 | $170 |
| Pinnacle Benefit Resources, Inc. | Pittsboro, NC | 3 | 3 | $7,580 |
| Pletzke Vivian | Charlotte, NC | 3 | 3 | $488 |
| Jane W Faust | Concord, NC | 2 | 3 | $749 |
| Phil W Harrell | West End, NC | 3 | 3 | $55 |
| Assuredpartners Of Nc | Greensboro, NC | 3 | 3 | $203,882 |
| Bryce William Smith | Charlotte, NC | 3 | 3 | $5,451 |
| Phillip Goodrum | Charlotte, NC | 2 | 3 | $18,983 |
| Pierce Group Benefits LLC | Holly Springs, NC | 2 | 3 | $3,156 |
| Pamela Kardeen | Morehead City, NC | 3 | 3 | $198 |
| Patsy Holland | Reidsville, NC | 2 | 3 | $434 |
| James Deuink | Charlotte, NC | 2 | 3 | $13,305 |
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 date — from Form 5500 Schedule A.
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