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Benefits Intelligence/Broker Directory/North Carolina

Uvest Financial Svcs Grp Inc

Charlotte, NC

Uvest Financial Svcs Grp Inc of Charlotte, NC is the broker of record on 187 Form 5500 Schedule A filings covering 85 employer benefit plans across 24 states, with $725,221 in reported broker commissions (plan year 2012).

Employer clients
85
distinct plan sponsors
Schedule A filings
187
States served
24
Reported commissions
$725,221
plan year 2012
Reported fees
$2,549

Employer clients

Plan sponsors naming Uvest Financial Svcs Grp 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
American Services, Inc.SC1,2172012-12-31
Town & Country Supermarkets, IncMO3802011-12-31
New Peoples Bank, Inc.VA3072011-12-31
82 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.