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Benefits Intelligence/Broker Directory/North Carolina

Susan Wright

Oak Island, NC

Susan Wright of Oak Island, NC is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $548 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
3
Reported commissions
$548
plan year 2024
Reported fees
$140

Quick answer

Susan Wright (Oak Island, NC) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Susan Wright have?
Susan Wright is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Susan Wright's largest employer clients?
By plan participants, the largest include Princeton Property Management, Inc. (200 participants), Dentons Sirote, P. C. (161 participants) and Sturdy Corporation (134 participants).
How much does Susan Wright earn in commissions?
Insurers reported $548 in broker commissions and $140 in fees paid to Susan Wright for plan year 2024, per Schedule A Part 1.
Where is Susan Wright located?
Susan Wright is based in Oak Island, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Susan Wright 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
Princeton Property Management, Inc.OR2002024-12-31
Dentons Sirote, P. C.AL1612024-12-31
Sturdy CorporationNC1342025-07-31

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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.