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Benefits Intelligence/Broker Directory/North Carolina

Trevor Beaver

Raleigh, NC

Trevor Beaver of Raleigh, NC is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $180,138 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$180,138
plan year 2024

Quick answer

Trevor Beaver (Raleigh, 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 Trevor Beaver have?
Trevor Beaver is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Trevor Beaver's largest employer clients?
By plan participants, the largest include Hospitality Ventures LLC The Umstead Hotel & Spa (328 participants), Infinity Communications, LLC (112 participants) and Roi Revolution, Inc. (93 participants).
How much does Trevor Beaver earn in commissions?
Insurers reported $180,138 in broker commissions paid to Trevor Beaver for plan year 2024, per Schedule A Part 1.
Where is Trevor Beaver located?
Trevor Beaver is based in Raleigh, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Trevor Beaver 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
Hospitality Ventures LLC The Umstead Hotel & SpaNC3282025-01-31
Infinity Communications, LLCNC1122025-11-30
Roi Revolution, Inc.NC932025-03-31

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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.