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Benefits Intelligence/Broker Directory/North Carolina

Harold Wells & Sons, Inc

Wilmington, NC

Harold Wells & Sons, Inc of Wilmington, NC is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $25,520 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$25,520
plan year 2025

Quick answer

Harold Wells & Sons, Inc (Wilmington, NC) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Harold Wells & Sons, Inc have?
Harold Wells & Sons, Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Harold Wells & Sons, Inc's largest employer clients?
By plan participants, the largest include Insight Human Services, Inc (195 participants) and K & S Tool & Manufacturing Company.
How much does Harold Wells & Sons, Inc earn in commissions?
Insurers reported $25,520 in broker commissions paid to Harold Wells & Sons, Inc for plan year 2025, per Schedule A Part 1.
Where is Harold Wells & Sons, Inc located?
Harold Wells & Sons, Inc is based in Wilmington, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Harold Wells & Sons, Inc 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
Insight Human Services, IncNC1952025-12-31
K & S Tool & Manufacturing CompanyNCn/a2025-12-31

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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.