Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Steven E Dalaba

Lewisville, NC

Steven E Dalaba of Lewisville, NC is the broker of record on 33 Form 5500 Schedule A filings covering 17 employer benefit plans across 2 states, with $238 in reported broker commissions (plan year 2025).

Employer clients
17
distinct plan sponsors
Schedule A filings
33
States served
2
Reported commissions
$238
plan year 2025

Quick answer

Steven E Dalaba (Lewisville, NC) is the broker of record for 17 employer benefit plan sponsors on 33 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Steven E Dalaba have?
Steven E Dalaba is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 2 states.
Who are Steven E Dalaba's largest employer clients?
By plan participants, the largest include The University Of Vermont Health Network, Inc. (13,888 participants), Oneida Healthcare (888 participants) and Suit-Kote Corporation (671 participants).
How much does Steven E Dalaba earn in commissions?
Insurers reported $238 in broker commissions paid to Steven E Dalaba for plan year 2025, per Schedule A Part 1.
Where is Steven E Dalaba located?
Steven E Dalaba is based in Lewisville, NC and has employer clients in 2 states.
How does Steven E Dalaba rank among benefits brokers in North Carolina?
Steven E Dalaba ranks #30 by employer clients among the 50 most active benefits brokers based in North Carolina.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Steven E Dalaba on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
The University Of Vermont Health Network, Inc.VT13,8882024-12-31
Oneida HealthcareNY8882025-12-31
Suit-Kote CorporationNY6712025-12-31
14 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

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 and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in North Carolina

All brokers in North Carolina →

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.