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Benefits Intelligence/Broker Directory/North Carolina

Benefit Technology Resources LLC

Charlotte, NC

Benefit Technology Resources LLC of Charlotte, NC is the broker of record on 77 Form 5500 Schedule A filings covering 37 employer benefit plans across 20 states, with $491,848 in reported broker commissions (plan year 2025).

Employer clients
37
distinct plan sponsors
Schedule A filings
77
States served
20
Reported commissions
$491,848
plan year 2025
Reported fees
$986,311

Quick answer

Benefit Technology Resources LLC (Charlotte, NC) is the broker of record for 37 employer benefit plan sponsors on 77 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benefit Technology Resources LLC have?
Benefit Technology Resources LLC is named as broker on Form 5500 Schedule A filings for 37 distinct plan sponsors in 20 states.
Who are Benefit Technology Resources LLC's largest employer clients?
By plan participants, the largest include Ergon Inc. (3,769 participants), Medvet Inc (3,013 participants) and Audacy Operations, LLC (F/K/A Audacy Operations, Inc.) (2,985 participants).
How much does Benefit Technology Resources LLC earn in commissions?
Insurers reported $491,848 in broker commissions and $986,311 in fees paid to Benefit Technology Resources LLC for plan year 2025, per Schedule A Part 1.
Where is Benefit Technology Resources LLC located?
Benefit Technology Resources LLC is based in Charlotte, NC and has employer clients in 20 states.
How does Benefit Technology Resources LLC rank among benefits brokers in North Carolina?
Benefit Technology Resources LLC ranks #11 by employer clients among the 50 most active benefits brokers based in North Carolina.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benefit Technology Resources LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Ergon Inc.MS3,7692025-12-31
Medvet IncOH3,0132025-12-31
Audacy Operations, LLC (F/K/A Audacy Operations, Inc.)PA2,9852025-12-31
34 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.