Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Wells Fargo Ins Svc Usa Inc

Charlotte, NC

Wells Fargo Ins Svc Usa Inc of Charlotte, NC is the broker of record on 48 Form 5500 Schedule A filings covering 23 employer benefit plans across 9 states, with $462,232 in reported broker commissions (plan year 2017).

Employer clients
23
distinct plan sponsors
Schedule A filings
48
States served
9
Reported commissions
$462,232
plan year 2017
Reported fees
$2,233

Employer clients

Plan sponsors naming Wells Fargo Ins Svc Usa 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
Heico CorporationFL2,4432016-12-31
University Medical AssociatesSC1,5282013-12-31
Nts Inc.CA9822013-12-31
20 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.

Get Strategic →Start now

Other benefits brokers in North Carolina

All brokers in North Carolina

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.