Benefits BrokerAtlas

Benefits brokers in Mooresville, NC

10 benefits brokers in Mooresville — 10 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 (9)Median plan under 200 participants (3)Median plan 200 to 999 participants (6)Fees reported as well as commissions (3)
Featured spots · Mooresville, NC

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David Mason Dokell159 Beacon Dr Unit a · Mooresville, NC 28117 · Health and welfare plans17 plan filings · $3,135 disclosed · median 317 participantsNamed in Form 5500 filingsMichael E McCarthy143 W Warfield Dr · Mooresville, NC 28115 · Health and welfare plans11 plan filings · $521 disclosed · median 432 participantsNamed in Form 5500 filingsMeghan M Miller149 Malibu Rd · Mooresville, NC 28117 · Health and welfare plans7 plan filings · $8 disclosed · median 208 participantsNamed in Form 5500 filingsEric E Miller149 Malibu Rd · Mooresville, NC 28117 · Health and welfare plans6 plan filings · $16 disclosed · median 166 participantsNamed in Form 5500 filingsTony J Delben143 Sandreed Dr · Mooresville, NC 28117 · Health and welfare plans5 plan filings · $28 disclosed · median 149 participantsNamed in Form 5500 filingsCorporate Plans & Services, INC.136-B Gateway Boulevard · Mooresville, NC 28117 · Retirement plans4 plan filings · $14,436 disclosed · median 154 participantsNamed in Form 5500 filingsCasie Pelucio191 Bridgeport Drive · Mooresville, NC 28117 · Health and welfare plans2 plan filings · $651 disclosed · median 412 participantsNamed in Form 5500 filingsKandace M McCarthy143 West Warfield Drive · Mooresville, NC 28115 · Health and welfare plans2 plan filings · $2,573 disclosed · median 1,072 participantsNamed in Form 5500 filingsMichael E Mc Carthy143 W Warfield Drive · Mooresville, NC 28115 · Health and welfare plans2 plan filings · $364 disclosed · median 275 participantsNamed in Form 5500 filingsMichael McCarthy143 W Warfield Dr · Mooresville, NC 28115 · Health and welfare plans2 plan filings · $7 disclosed · median 677 participantsNamed in Form 5500 filings
Comparing benefits brokers in Mooresville? 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.