Benefits BrokerAtlas

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)

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Mark III Brokerage INC211 Greenwich Road · Charlotte, NC 28211 · Health and welfare plans3 plan filings · $999,016 disclosed · median 663 participantsNamed in Form 5500 filingsMatthew G Burnside8510 McAlpine Park Dr, Suite 208 · Charlotte, NC 28211 · Health and welfare plans3 plan filings · $1,078 disclosed · median 288 participantsNamed in Form 5500 filingsMaxus Plan Solutions INC15720 Brixham Hill Ave, Suite 300 · Charlotte, NC 28227 · Retirement plans3 plan filings · $243 disclosed · median 98 participantsNamed in Form 5500 filingsMcGriff Insurance Services, INC.PO Box 896620 · Charlotte, NC 28290 · Health and welfare plans3 plan filings · $343,737 disclosed · median 708 participantsNamed in Form 5500 filingsMcGriff Insurance Services, INC.4777 Sharon Road, 4th Floor · Charlotte, NC 28210 · Health and welfare plans3 plan filings · $229,298 disclosed · median 396 participantsNamed in Form 5500 filingsNfp Corporate Services (Nc)1901 Roxborough Road, Ste 300 · Charlotte, NC 28211 · Health and welfare plans3 plan filings · $6,727 disclosed · median 300 participantsNamed in Form 5500 filingsNfp Corporation Services Se INC1901 Roxborough Road, Suite 300 · Charlotte, NC 28211 · Health and welfare plans3 plan filings · $71,958 disclosed · median 360 participantsNamed in Form 5500 filingsNfp Insurance Services (Se)inc1901 Roxborough Rd Ste 300 · Charlotte, NC 28211 · Health and welfare plans3 plan filings · $28,613 disclosed · median 111 participantsNamed in Form 5500 filingsRelation Insurance Services of Nc11215 North Common House Road, Suite 100 · Charlotte, NC 28277 · Health and welfare plans3 plan filings · $87,893 disclosed · median 310 participantsNamed in Form 5500 filingsRichard J Jones12826 English Walnut Lane · Charlotte, NC 28215 · Health and welfare plans3 plan filings · $57 disclosed · median 698 participantsNamed in Form 5500 filings
Robert McLean4614 Messian Court · Charlotte, NC 28210 · Health and welfare plans3 plan filings · $89,963 disclosed · median 173 participantsNamed in Form 5500 filingsStephen M Smith10374 Alexander Martin Ave · Charlotte, NC 28277 · Health and welfare plans3 plan filings · $17 disclosed · median 242 participantsNamed in Form 5500 filingsThe New England11225 North Community House Road · Charlotte, NC 28277 · Health and welfare plans3 plan filings · $9,108 disclosed · median 696 participantsNamed in Form 5500 filingsUsi Insurance Services LLCUnknown · Charlotte, NC 28202 · Health and welfare plans3 plan filings · $6,894 disclosed · median 231 participantsNamed in Form 5500 filingsWillis Towers Watson SePO Box 905643 · Charlotte, NC 28290 · Health and welfare plans3 plan filings · $141,815 disclosed · median 198 participantsNamed in Form 5500 filingsAon Consulting ExbPO Box 905494 · Charlotte, NC 28290 · Health and welfare plans2 plan filings · $0 disclosed · median 7,515 participantsNamed in Form 5500 filingsAon Consulting Inc-DallasPO Box 905494 · Charlotte, NC 28290 · Health and welfare plans2 plan filings · $21,043 disclosed · median 496 participantsNamed in Form 5500 filingsB3 Enrollment Services LLC211 Greenwich Rd · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $8,867 disclosed · median 367 participantsNamed in Form 5500 filingsBenchmark Ins Group LLC2401 Sardis Road, North Ste 110 · Charlotte, NC 28227 · Health and welfare plans2 plan filings · $6,892 disclosed · median 1,280 participantsNamed in Form 5500 filingsBryce William Smith4212 Audubon Park Drive · Charlotte, NC 28217 · Health and welfare plans2 plan filings · $4,976 disclosed · median 137 participantsNamed in Form 5500 filingsCameron M. Harris and Company6100 Fairview Road, Suite 800 · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $13,171 disclosed · median 291 participantsNamed in Form 5500 filingsCenterstone Ins Fin Service550 S Caldwell St, FL 15 · Charlotte, NC 28202 · Health and welfare plans2 plan filings · $61,428 disclosed · median 742 participantsNamed in Form 5500 filingsConsolidated Planning4201 Congress Street · Charlotte, NC 28209 · Health and welfare plans2 plan filings · $137 disclosed · median 118 participantsNamed in Form 5500 filingsCorporate Benefit Advisors1901 Roxborough Road, Suite 300 · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $2,313 disclosed · median 176 participantsNamed in Form 5500 filingsCorporate Benefit ServicesPO Box 11937 · Charlotte, NC 28220 · Health and welfare plans2 plan filings · $141,273 disclosed · median 156 participantsNamed in Form 5500 filingsDavid Simas6100 Fairview Road, Suite 1000 · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $135,514 disclosed · median 209 participantsNamed in Form 5500 filingsDena L Jordan9300 Harris Corners Parkway, Suite 100 · Charlotte, NC 28269 · Health and welfare plans2 plan filings · $10 disclosed · median 396 participantsNamed in Form 5500 filingsDexter Insurance Associates INC.6342 Carmel Road · Charlotte, NC 28226 · Health and welfare plans2 plan filings · $73,026 disclosed · median 79 participantsNamed in Form 5500 filingsDobson & Associates, INC.4201 Congress Street, Suite 350 · Charlotte, NC 28209 · Health and welfare plans2 plan filings · $390 disclosed · median 265 participantsNamed in Form 5500 filingsDrew Lamb5925 Carnegie Blvd, Ste 400 · Charlotte, NC 28209 · Health and welfare plans2 plan filings · $8,077 disclosed · median 165 participantsNamed in Form 5500 filingsEcm SolutionsPO Box 12457 · Charlotte, NC 28220 · Health and welfare plans2 plan filings · $2,657 disclosed · median 139 participantsNamed in Form 5500 filingsElizabeth Dempsey6152 Village Dr NW · Charlotte, NC 28202 · Health and welfare plans2 plan filings · $162 disclosed · median 956 participantsNamed in Form 5500 filingsHenry B Cantrell & CO1501 E 7th St · Charlotte, NC 28204 · Health and welfare plans2 plan filings · $19,371 disclosed · median 593 participantsNamed in Form 5500 filingsHilb Group of North Carolina7621 Little Ave., Ste. 113 · Charlotte, NC 28226 · Health and welfare plans2 plan filings · $30,879 disclosed · median 155 participantsNamed in Form 5500 filingsHub International Carolina1001 Morehead Square Drive, Ste 400 · Charlotte, NC 28203 · Health and welfare plans2 plan filings · $12,590 disclosed · median 246 participantsNamed in Form 5500 filingsIan B Branyon9300 Harris Corners Pkwy, Suite 100 · Charlotte, NC 28269 · Health and welfare plans2 plan filings · $64 disclosed · median 954 participantsNamed in Form 5500 filingsIma, INC.4000 Park Road · Charlotte, NC 28209 · Health and welfare plans2 plan filings · $17,037 disclosed · median 239 participantsNamed in Form 5500 filingsIvan C Hinrichs11111 Carmel Commons Blvd, Suite 125 · Charlotte, NC 28226 · Health and welfare plans2 plan filings · $24 disclosed · median 6,394 participantsNamed in Form 5500 filingsJames a Scott & Company DBA Scott IPO Box 603438 · Charlotte, NC 28260 · Health and welfare plans2 plan filings · $22,496 disclosed · median 495 participantsNamed in Form 5500 filingsJames a Scott & Son INC DBA Scott BPO Box 603438 · Charlotte, NC 28260 · Health and welfare plans2 plan filings · $22,628 disclosed · median 239 participantsNamed in Form 5500 filingsJames Richard Worrell6235 Carnegie Blvd. · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $4,506 disclosed · median 375 participantsNamed in Form 5500 filingsJamie Jones12826 English Walnut Lane · Charlotte, NC 28215 · Health and welfare plans2 plan filings · $27 disclosed · median 956 participantsNamed in Form 5500 filingsJeffrey D. Howard9812 Chatham Oaks Trail · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $9,068 disclosed · median 146 participantsNamed in Form 5500 filingsJonathan Dunn3337 Twin Ridge Drive · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $67 disclosed · median 956 participantsNamed in Form 5500 filingsJoseph E Harten100 North Tryon St Ste 3600 · Charlotte, NC 28202 · Health and welfare plans2 plan filings · $37,679 disclosed · median 1,267 participantsNamed in Form 5500 filingsLisa a Ballance8058 Corp Ctr Dr Ste 200 · Charlotte, NC 28226 · Health and welfare plans2 plan filings · $72 disclosed · median 255 participantsNamed in Form 5500 filingsLockton Companies, LLC4725 Piedmont Row Drive, Suite 510 · Charlotte, NC 28209 · Health and welfare plans2 plan filings · $51,641 disclosed · median 396 participantsNamed in Form 5500 filingsLuiggino Galletto4350 Congress Street, Suite 300 · Charlotte, NC 28209 · Retirement plans2 plan filings · $1,109 disclosed · median 217 participantsNamed in Form 5500 filingsMarsh & McLennan Agency, LLCLockbox 896620, 5130 Parkway Plaza Blvd · Charlotte, NC 28217 · Health and welfare plans2 plan filings · $64,082 disclosed · median 139 participantsNamed in Form 5500 filingsMarsh & McLennan Companies, INC.4777 Sharon Road · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $4,028 disclosed · median 302 participantsNamed in Form 5500 filingsMcGriff Insurance Service550 S Caldwell Street · Charlotte, NC 28202 · Health and welfare plans2 plan filings · $5,295 disclosed · median 211 participantsNamed in Form 5500 filingsMegan McCullough1901 Roxborough Rd, Suite 300 · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $140,537 disclosed · median 439 participantsNamed in Form 5500 filingsMichael R Hurd10103 Riverndell Lane · Charlotte, NC 28269 · Health and welfare plans2 plan filings · $118 disclosed · median 1,033 participantsNamed in Form 5500 filingsNeville Fearing4350 Congress Street, Suite 300 · Charlotte, NC 28209 · Retirement plans2 plan filings · $1,478 disclosed · median 217 participantsNamed in Form 5500 filingsNfp Coprorate Services (Se)1901 Roxborough Rd Ste 300 · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $2,200 disclosed · median 229 participantsNamed in Form 5500 filingsNfp Corporate Benefits Advisors1901 Roxborough Road, Suite 300 · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $17,744 disclosed · median 200 participantsNamed in Form 5500 filingsNfp Corporate Service Se1901 Roxborough Road, Ste 300 · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $15,260 disclosed · median 168 participantsNamed in Form 5500 filingsNfp Corporate Services (Se) INC1901 Roxborough Rd, Suite 300 · Charlotte, NC 28221 · Health and welfare plans2 plan filings · $996 disclosed · median 3,741 participantsNamed in Form 5500 filingsNfp Corporate Services NY LLC1901 Roxborough Road Ste 300 · Charlotte, NC 28211 · Health and welfare plans2 plan filings · $24,064 disclosed · median 3,177 participantsNamed in Form 5500 filingsNovus Pb Consultants, LLC7315 Santourini Lane · Charlotte, NC 28277 · Health and welfare plans2 plan filings · $2,832 disclosed · median 1,714 participantsNamed in Form 5500 filingsPentegra Services INC.5350 77 Center Drive Suite 200 · Charlotte, NC 28217 · Retirement plans2 plan filings · $18,038 disclosed · median 72 participantsNamed in Form 5500 filingsPhillip P. Goodrum6230 Fairview Road, Suite 210 · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $12,388 disclosed · median 702 participantsNamed in Form 5500 filingsRelation Insurance Services11215 North Community House Road, Suite 100 · Charlotte, NC 28277 · Health and welfare plans2 plan filings · $150,645 disclosed · median 397 participantsNamed in Form 5500 filingsRelation Insurance, INC.11215 North Community House Road, Suite 100 · Charlotte, NC 28277 · Health and welfare plans2 plan filings · $490,139 disclosed · median 779 participantsNamed in Form 5500 filingsRogers Benefit Group, INC.6100 Fairview Road, Suite 800 · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $5,945 disclosed · median 122 participantsNamed in Form 5500 filingsRyan C Hudson5925 Carnegie Blvd., Ste. 400 · Charlotte, NC 28209 · Health and welfare plans2 plan filings · $25,937 disclosed · median 145 participantsNamed in Form 5500 filingsScott Anderson432 Highland Forest Drive · Charlotte, NC 28270 · Health and welfare plans2 plan filings · $76,352 disclosed · median 159 participantsNamed in Form 5500 filingsScott Benefit ServicesPO Box 603438 · Charlotte, NC 28260 · Health and welfare plans2 plan filings · $126,767 disclosed · median 1,078 participantsNamed in Form 5500 filingsSharon Gerard9520 Brighthaven Lane · Charlotte, NC 28214 · Health and welfare plans2 plan filings · $248,613 disclosed · median 217 participantsNamed in Form 5500 filingsSuzanne K Johnson1024 Southstone Dr. · Charlotte, NC 28210 · Health and welfare plans2 plan filings · $24,808 disclosed · median 198 participantsNamed in Form 5500 filingsThe Baldwin Group Mid AtlanticCsz · Charlotte, NC 28272 · Health and welfare plans2 plan filings · $48,617 disclosed · median 282 participantsNamed in Form 5500 filingsWells Fargo Advisors Ing Agency LLC401 S. Tryon Street, 11th Floor · Charlotte, NC 28202 · Retirement plans2 plan filings · $4,301 disclosed · median 489 participantsNamed in Form 5500 filingsWendy B PacePO Box 33789 · Charlotte, NC 28233 · Health and welfare plans2 plan filings · $159,823 disclosed · median 784 participantsNamed 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.