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Benefits Intelligence/Broker Directory/North Carolina

Willis Of North Carolina Inc

Charlotte, NC

Willis Of North Carolina Inc of Charlotte, NC is the broker of record on 38 Form 5500 Schedule A filings covering 23 employer benefit plans across 15 states, with $54,539 in reported broker commissions (plan year 2025).

Employer clients
23
distinct plan sponsors
Schedule A filings
38
States served
15
Reported commissions
$54,539
plan year 2025
Reported fees
$172,047

Quick answer

Willis Of North Carolina Inc (Charlotte, NC) is the broker of record for 23 employer benefit plan sponsors on 38 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Willis Of North Carolina Inc have?
Willis Of North Carolina Inc is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 15 states.
Who are Willis Of North Carolina Inc's largest employer clients?
By plan participants, the largest include Scansource, Inc. (1,413 participants), Eco Material Technologies Inc. (1,053 participants) and Saf-Holland, Inc (777 participants).
How much does Willis Of North Carolina Inc earn in commissions?
Insurers reported $54,539 in broker commissions and $172,047 in fees paid to Willis Of North Carolina Inc for plan year 2025, per Schedule A Part 1.
Where is Willis Of North Carolina Inc located?
Willis Of North Carolina Inc is based in Charlotte, NC and has employer clients in 15 states.
How does Willis Of North Carolina Inc rank among benefits brokers in North Carolina?
Willis Of North Carolina Inc ranks #19 by employer clients among the 50 most active benefits brokers based in North Carolina.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Willis Of North Carolina 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
Scansource, Inc.SC1,4132024-12-31
Eco Material Technologies Inc.UT1,0532024-12-31
Saf-Holland, IncMI7772025-12-31
20 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.