Charles Edward Allen
Charlotte, NC
Charles Edward Allen of Charlotte, NC is the broker of record on 5 Form 5500 Schedule A filings covering 1 employer benefit plans, with $208,670 in reported broker commissions (plan year 2025).
Quick answer
Charles Edward Allen (Charlotte, NC) is the broker of record for 1 employer benefit plan sponsor on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Charles Edward Allen have?
- Charles Edward Allen is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Charles Edward Allen's largest employer clients?
- By plan participants, the largest include Huber+Suhner, North America (193 participants).
- How much does Charles Edward Allen earn in commissions?
- Insurers reported $208,670 in broker commissions and $310,128 in fees paid to Charles Edward Allen for plan year 2025, per Schedule A Part 1.
- Where is Charles Edward Allen located?
- Charles Edward Allen is based in Charlotte, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Charles Edward Allen 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 |
|---|---|---|---|
| Huber+Suhner, North America | NC | 193 | 2022-12-31 |
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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.