Benefits brokers in Charlotte, NC
173 benefits brokers in Charlotte — 173 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.
Health and welfare plans (159)Retirement plans (15)Median plan under 200 participants (49)Median plan 200 to 999 participants (100)Median plan 1,000+ participants (24)Fees reported as well as commissions (97)
Featured spots · Charlotte, NC
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McGriff Insurance Services INCNamed in Form 5500 filingsMcGriff Insurance Services LLCNamed in Form 5500 filingsNfp Corporate Services (Se) INCNamed in Form 5500 filingsJames a Scott & Son INCNamed in Form 5500 filingsUsi Insurance Services LLCNamed in Form 5500 filingsIbenefit Communication, LLCNamed in Form 5500 filingsMarsh & McLennan Agency LLCNamed in Form 5500 filingsLockton Companies, LLCNamed in Form 5500 filingsAon ConsultingNamed in Form 5500 filingsGallagher Benefit Services, INC.Named in Form 5500 filings
Ibenefit Communication LLCNamed in Form 5500 filingsWillis Towers Watson Southeast, INCNamed in Form 5500 filingsMarsh & McLennan Agency LLCNamed in Form 5500 filingsWillis Towers Watson Southeast INC.Named in Form 5500 filingsEcm Benefits LLCNamed in Form 5500 filingsBenefit Technology Resources, LLCNamed in Form 5500 filingsWillis Towers Watson Southeast, INCNamed in Form 5500 filingsNfp Corporate ServicesNamed in Form 5500 filingsJames a Scott & Son INCNamed in Form 5500 filingsMaxus Plan Solutions, INC.Named in Form 5500 filingsEcm Benefits LLCNamed in Form 5500 filingsWillis of North Carolina INCNamed in Form 5500 filingsMcGriff Insurance ServiceNamed in Form 5500 filingsUsi Insurance Services LLCNamed in Form 5500 filingsMercer Health and Benefits, LLCNamed in Form 5500 filingsGallagher Benefit Services, INC.Named in Form 5500 filingsHub International CarolinaNamed in Form 5500 filingsWillis Towers Watson SoutheastNamed in Form 5500 filingsMcGriff InsuranceNamed in Form 5500 filingsMcGriff Insurance Services, INC.Named in Form 5500 filingsMcGriff Seibels and Williams INCNamed in Form 5500 filingsHub International Midwest LimitedNamed in Form 5500 filingsMarsh & McLennan Agency LLCNamed in Form 5500 filingsClarice D Lewis LLCNamed in Form 5500 filingsHealthgram INCNamed in Form 5500 filingsMcGriff, a Marsh & McLennan AgencyNamed in Form 5500 filingsNorth CarolinaNamed in Form 5500 filingsPentegra Retirement ServicesNamed in Form 5500 filingsRichard Worrell LLCNamed in Form 5500 filingsAon Consulting - MiamiNamed in Form 5500 filingsAon Consulting - San FranciscoNamed in Form 5500 filingsDavid UnderwoodNamed in Form 5500 filingsGoodrum, Phillip, PorterNamed in Form 5500 filingsGreg I HinrichsNamed in Form 5500 filingsPhillip Porter GoodrumNamed in Form 5500 filingsUsi Insurance Services LLCNamed in Form 5500 filingsWendy PaceNamed in Form 5500 filingsJ. Arthur Dail, INC.Named in Form 5500 filingsMcGriff Insurance - Eb CommissionNamed in Form 5500 filingsMcGriff, a Marsh & McLennan AgencyNamed in Form 5500 filingsCorporate Benefits ServiceNamed in Form 5500 filingsDaniel Gino AcetiNamed in Form 5500 filingsDaniel Ward RichardsonNamed in Form 5500 filingsEquitable Network LLCNamed in Form 5500 filingsGage Benefit Advisors, INC.Named in Form 5500 filingsHub International Midwest LTDNamed in Form 5500 filingsIan BranyonNamed in Form 5500 filingsJames William DeuinkNamed in Form 5500 filingsJonathan P DunnNamed in Form 5500 filingsNfp Insurance Services INCNamed in Form 5500 filingsTimothy C FlanaganNamed in Form 5500 filingsWells Fargo Advisors Ins Agency LLCNamed in Form 5500 filingsWillis Towers Watson SoutheastNamed in Form 5500 filingsConsolidated Planning HoldingsNamed in Form 5500 filingsDaniel AcetiNamed in Form 5500 filingsDeuink, James WilliamNamed in Form 5500 filingsHinrichs, Greg INamed in Form 5500 filingsHood Hargett Associates, INC.Named in Form 5500 filingsJason Paul CampbellNamed in Form 5500 filingsLinsco/private Ledger CorpNamed in Form 5500 filingsMorrill John BNamed in Form 5500 filingsOne80 Intermediaries, INC.Named in Form 5500 filingsPaul BrunoNamed in Form 5500 filingsPhillip Porter GoodrumNamed in Form 5500 filingsPletzke VivianNamed in Form 5500 filingsRichardson, Daniel WardNamed in Form 5500 filingsShelley L McLeanNamed in Form 5500 filingsSusan FontenotNamed in Form 5500 filingsUsi Insurance Services LLCNamed in Form 5500 filingsAceti, Daniel, GinoNamed in Form 5500 filingsAmwinsNamed in Form 5500 filingsAon Consulting INC.Named in Form 5500 filingsDale MooreNamed in Form 5500 filingsDaniel RichardsonNamed in Form 5500 filingsDena JordanNamed in Form 5500 filingsDexter Insurance Associates, INC.Named in Form 5500 filingsDrew M LambNamed in Form 5500 filingsElizabeth F DempseyNamed in Form 5500 filingsEmerson Rogers, LLCNamed in Form 5500 filingsFlores and AssociatesNamed in Form 5500 filingsHealthgram INCNamed in Form 5500 filingsHub International Ins SvcsNamed in Form 5500 filingsIbenefit Communications, LLCNamed in Form 5500 filingsIsolved, INC.Named in Form 5500 filingsJames a Scott & CompanyNamed in Form 5500 filingsJames a Scott & Son, INC. DBA ScottNamed in Form 5500 filingsJames a Scott & Sons INCNamed in Form 5500 filingsJames A. Scott & Son INC - CharlottNamed in Form 5500 filingsJonathan Andrew FergusonNamed in Form 5500 filingsLindquist Ronald LNamed in Form 5500 filings
Comparing benefits brokers in Charlotte? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.
Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.