Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

The New England

Charlotte, NC

The New England of Charlotte, NC is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $16,264 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$16,264
plan year 2025

Quick answer

The New England (Charlotte, NC) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The New England have?
The New England is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are The New England's largest employer clients?
By plan participants, the largest include Ally Financial Inc. (10,263 participants), Williams & Connolly LLP (721 participants) and Broadcast Music, Inc. (478 participants).
How much does The New England earn in commissions?
Insurers reported $16,264 in broker commissions paid to The New England for plan year 2025, per Schedule A Part 1.
Where is The New England located?
The New England is based in Charlotte, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The New England 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
Ally Financial Inc.MI10,2632025-12-31
Williams & Connolly LLPDC7212025-12-31
Broadcast Music, Inc.TN4782025-12-31

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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.