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85 insurance / financial services employers in North Carolina have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $18 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all North Carolina employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORPORATION | Insurance / Financial Services | Self-funded | 42K | 2025 | Disclosed |
| FIRST-CITIZENS BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 17K | 2025 | Disclosed |
| NATIONAL GENERAL MANAGEMENT CORP. | Insurance / Financial Services | Self-funded | 9.8K | 2021 | Disclosed |
| STATE EMPLOYEES CREDIT UNION | Insurance / Financial Services | Self-funded | 7.6K | 2025 | Disclosed |
| AMWINS GROUP, INC. | Insurance / Financial Services | Self-funded | 7K | 2025 | Disclosed |
| NORTH CAROLINA MEDICAL SOCIETY | Insurance / Financial Services | Self-funded | 6K | 2025 | Disclosed |
| CRC INSURANCE GROUP, LLC | Insurance / Financial Services | Self-funded | 5.9K | 2025 | Disclosed |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | Insurance / Financial Services | Self-funded | 5.7K | 2024 | Disclosed |
| NORTH CAROLINA BANKERS ASSOCIATION INC. | Insurance / Financial Services | Self-funded | 2.3K | 2021 | Disclosed |
| NORTH CAROLINA BANKERS ASSOCIATION INC. | Insurance / Financial Services | Self-funded | 2.1K | 2024 | Disclosed |
| ISOLVED, INC. | Insurance / Financial Services | Self-funded | 1.8K | 2025 | Disclosed |
| NATIONAL COATINGS AND SUPPLIES, INC. | Insurance / Financial Services | Self-funded | 1.8K | 2025 | Disclosed |
| CAPFINANCIAL PARTNERS, LLC | Insurance / Financial Services | Self-funded | 1.8K | 2024 | Disclosed |
| BRIGHTHOUSE SERVICES, LLC | Insurance / Financial Services | Self-funded | 1.4K | 2024 | Disclosed |
| FIRST BANCORP | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| TECHNIMARK LLC | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| HOMETRUST BANK | Insurance / Financial Services | Self-funded | 1.1K | 2024 | Disclosed |
| LIVE OAK BANCSHARES, INC. | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIP | Insurance / Financial Services | Self-funded | 955 | 2025 | Disclosed |
| TRULIANT FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 879 | 2024 | Disclosed |
| IAT INSURANCE GROUP INC. | Insurance / Financial Services | Self-funded | 829 | 2024 | Disclosed |
| LENDINGTREE | Insurance / Financial Services | Self-funded | 818 | 2025 | Disclosed |
| RISE CAPITAL LLC | Insurance / Financial Services | Self-funded | 622 | 2025 | Disclosed |
| SOUTHERN BANK AND TRUST COMPANY | Insurance / Financial Services | Self-funded | 607 | 2025 | Disclosed |
| COASTAL FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 607 | 2024 | Disclosed |
| CURI MANAGEMENT COMPANY, LLC | Insurance / Financial Services | Self-funded | 576 | 2024 | Disclosed |
| COMMUNITY CARE PHYSICIANS NETWORK, LLC | Insurance / Financial Services | Self-funded | 568 | 2025 | Disclosed |
| BUILDERS MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 486 | 2024 | Disclosed |
| FIDELITY BANK | Insurance / Financial Services | Self-funded | 452 | 2025 | Disclosed |
| APEX FUND SERVICES LLC | Insurance / Financial Services | Self-funded | 419 | 2025 | Disclosed |
| ALLEGACY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 414 | 2025 | Disclosed |
| ATLANTIC CASUALTY INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 411 | 2025 | Disclosed |
| LOCAL GOVERNMENT FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 406 | 2024 | Disclosed |
| MEDCOST, LLC | Insurance / Financial Services | Self-funded | 359 | 2024 | Disclosed |
| QUILITY HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 336 | 2022 | Disclosed |
| FLORES & ASSOCIATES, LLC | Insurance / Financial Services | Self-funded | 307 | 2024 | Disclosed |
| LATINO COMMUNITY CREDIT UNION | Insurance / Financial Services | Self-funded | 302 | 2024 | Disclosed |
| GUILFORD SPECIALTY GROUP, INC. | Insurance / Financial Services | Self-funded | 296 | 2025 | Disclosed |
| PEOPLES BANK | Insurance / Financial Services | Self-funded | 272 | 2024 | Disclosed |
| SKYLA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 270 | 2024 | Disclosed |
| COMMERCIAL CREDIT GROUP | Insurance / Financial Services | Self-funded | 248 | 2025 | Disclosed |
| NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION | Insurance / Financial Services | Self-funded | 234 | 2025 | Disclosed |
| FINANCIAL INDEPENDENCE GROUP, LLC | Insurance / Financial Services | Self-funded | 224 | 2024 | Disclosed |
| UWHARRIE CAPITAL CORP | Insurance / Financial Services | Self-funded | 205 | 2025 | Disclosed |
| PIEDMONT ADVANTAGE CREDIT UNION | Insurance / Financial Services | Self-funded | 205 | 2025 | Disclosed |
| CURI MANAGEMENT COMPANY, LLC | Insurance / Financial Services | Self-funded | 205 | 2023 | Disclosed |
| ASPIDA FINANCIAL SERVICES, LLC | Insurance / Financial Services | Fully insured | 196 | 2025 | Disclosed |
| INDEPENDENCE PET GROUP INC | Insurance / Financial Services | Self-funded | 193 | 2022 | Disclosed |
| QUILITY INSURANCE, LLC | Insurance / Financial Services | Fully insured | 190 | 2024 | Disclosed |
| STERLING CAPITAL MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 189 | 2025 | Disclosed |
| MARINE FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 183 | 2025 | Disclosed |
| FIRSTPOINT, INC. | Insurance / Financial Services | Self-funded | 166 | 2025 | Disclosed |
| VIZO FINANCIAL CORPORATE CREDIT UNION | Insurance / Financial Services | Self-funded | 161 | 2025 | Disclosed |
| WYNDHAM CAPITAL MORTGAGE, INC. | Insurance / Financial Services | Self-funded | 149 | 2022 | Disclosed |
| OMNI HEALTHCARE | Insurance / Financial Services | Self-funded | 143 | 2023 | Disclosed |
| ZAPI, INC | Insurance / Financial Services | Fully insured | 141 | 2024 | Disclosed |
| GOPRIME MORTGAGE | Insurance / Financial Services | Fully insured | 130 | 2022 | Disclosed |
| NU NORTH AMERICA, INC. | Insurance / Financial Services | Self-funded | 129 | 2024 | Disclosed |
| WORLDWIDE INSURANCE NETWORK, LLC. | Insurance / Financial Services | Fully insured | 127 | 2024 | Disclosed |
| RETIREMENT CLEARINGHOUSE LLC | Insurance / Financial Services | Fully insured | 123 | 2024 | Disclosed |
| NORTH CAROLINA FORESTRY ASSOCIATION HEALTH AND WELFARE PLAN TRUST | Insurance / Financial Services | Fully insured | 123 | 2025 | Disclosed |
| PIEDMONT FEDERAL SAVINGS BANK | Insurance / Financial Services | Fully insured | 118 | 2024 | Disclosed |
| HVAC INVESTIGATORS LLC | Insurance / Financial Services | Self-funded | 115 | 2022 | Disclosed |
| SUNLIGHT FINANCIAL, LLC | Insurance / Financial Services | Fully insured | 115 | 2024 | Disclosed |
| HEALTHGRAM, INC. | Insurance / Financial Services | Self-funded | 115 | 2024 | Disclosed |
| CHAMPION CREDIT UNION | Insurance / Financial Services | Self-funded | 113 | 2025 | Disclosed |
| MEMBERS CREDIT UNION | Insurance / Financial Services | Self-funded | 111 | 2025 | Disclosed |
| LIFESTORE FINANCIAL GROUP, INC. | Insurance / Financial Services | Fully insured | 108 | 2021 | Disclosed |
| FAIRVIEW, LLC DBA VIEWPOINT PARTNERS | Insurance / Financial Services | Self-funded | 108 | 2024 | Disclosed |
| NORTH CAROLINA RATE BUREAU | Insurance / Financial Services | Self-funded | 99 | 2025 | Disclosed |
| WOLFE FINANCIAL, INC. DBA INTEGRITY MORTGAGE GROUP | Insurance / Financial Services | Self-funded | 88 | 2021 | Disclosed |
| ARROWOOD INDEMNITY COMMPANY | Insurance / Financial Services | Fully insured | 87 | 2024 | Disclosed |
| AMERICAN SECURITY MORTGAGE CORP. | Insurance / Financial Services | Self-funded | 86 | 2023 | Disclosed |
| CAROLINAS TELCO FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 85 | 2024 | Disclosed |
| ACS BENEFIT SERVICES, LLC | Insurance / Financial Services | Self-funded | 74 | 2025 | Disclosed |
| MAIN STREET FINANCIAL GROUP, INC. | Insurance / Financial Services | Self-funded | 54 | 2024 | Disclosed |
| LEGACY INSURANCE PARTNERS INC | Insurance / Financial Services | Self-funded | 42 | 2024 | Disclosed |
| STANBERRY INSURANCE AGENCY, INC. | Insurance / Financial Services | Self-funded | 38 | 2024 | Disclosed |
| EDWARDS, CHURCH AND MUSE, INC. | Insurance / Financial Services | Self-funded | 28 | 2025 | Disclosed |
| NORTH CAROLINA RETAIL MERCHANTS ASSOCIATION, INC. | Insurance / Financial Services | Fully insured | 27 | 2025 | Disclosed |
| FASTLENDING.COM | Insurance / Financial Services | Self-funded | 24 | 2024 | Disclosed |
| BANC OF AMERICA MERCHANT SERVICES LLC | Insurance / Financial Services | Self-funded | 18 | 2021 | Disclosed |
| JASON HERMAN INSURANCE AGENCY | Insurance / Financial Services | Self-funded | 12 | 2024 | Disclosed |
| NORTH CAROLINA FARM BUREAU FEDERATION, INC | Insurance / Financial Services | Self-funded | — | 2022 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.