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Benefits Intelligence/Broker Directory/North Carolina

Uvest Financial Services Group Inc

Charlotte, NC

Uvest Financial Services Group Inc of Charlotte, NC is the broker of record on 84 Form 5500 Schedule A filings covering 44 employer benefit plans across 16 states, with $604,855 in reported broker commissions (plan year 2012).

Employer clients
44
distinct plan sponsors
Schedule A filings
84
States served
16
Reported commissions
$604,855
plan year 2012
Reported fees
$31,360

Employer clients

Plan sponsors naming Uvest Financial Services Group Inc 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
Almac Group UsPA1,1542011-12-31
Almac Group Incorporated And SubsidiariesPA9602010-12-31
Sta-Home Health Agency Of Jackson, Inc.MS9402011-12-31
41 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.