Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Brian Burchfield

Concord, NC

Brian Burchfield of Concord, NC is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $107,972 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$107,972
plan year 2025

Quick answer

Brian Burchfield (Concord, NC) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Brian Burchfield have?
Brian Burchfield is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Brian Burchfield's largest employer clients?
By plan participants, the largest include Uwharrie Capital Corp (171 participants) and Industrial Battery & Charger, Inc. (119 participants).
How much does Brian Burchfield earn in commissions?
Insurers reported $107,972 in broker commissions paid to Brian Burchfield for plan year 2025, per Schedule A Part 1.
Where is Brian Burchfield located?
Brian Burchfield is based in Concord, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Brian Burchfield 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
Uwharrie Capital CorpNC1712024-12-31
Industrial Battery & Charger, Inc.NC1192025-12-31

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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.