Allen Tate Insurance Services, LLC.
Charlotte, NC
Allen Tate Insurance Services, LLC. of Charlotte, NC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $33,840 in reported broker commissions (plan year 2025).
Quick answer
Allen Tate Insurance Services, LLC. (Charlotte, NC) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Allen Tate Insurance Services, LLC. have?
- Allen Tate Insurance Services, LLC. is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Allen Tate Insurance Services, LLC.'s largest employer clients?
- By plan participants, the largest include Allen Tate Real Estate, LLC (226 participants).
- How much does Allen Tate Insurance Services, LLC. earn in commissions?
- Insurers reported $33,840 in broker commissions and $242,073 in fees paid to Allen Tate Insurance Services, LLC. for plan year 2025, per Schedule A Part 1.
- Where is Allen Tate Insurance Services, LLC. located?
- Allen Tate Insurance Services, LLC. is based in Charlotte, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Allen Tate Insurance Services, LLC. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Allen Tate Real Estate, LLC | NC | 226 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in North Carolina
- Mcgriff Insurance Services Inc: 1,142 employer clients, $90,393,780 reported commissions (Charlotte)
- Mosaic Group Services LLC: 392 employer clients, $2,402,978 reported commissions (Durham)
- Nfp Corporate Services Se Inc: 354 employer clients, $27,563,399 reported commissions (Charlotte)
- Ibenefit Communication LLC: 156 employer clients, $13,308,490 reported commissions (Charlotte)
- Mcgriff, A Marsh & Mclennan Agency: 180 employer clients, $9,703,053 reported commissions (Greensboro)
- Ebenconcepts Company: 150 employer clients, $3,641,465 reported commissions (Greensboro)
- Benefit Technology Resources LLC: 37 employer clients, $491,848 reported commissions (Charlotte)
- Acrisure Wallstreet Partners LLC: 44 employer clients, $1,888,057 reported commissions (New London)
All brokers in North Carolina →
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.