Lisa S Pecone
Cary, NC
Lisa S Pecone of Cary, NC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $156,395 in reported broker commissions (plan year 2025).
Quick answer
Lisa S Pecone (Cary, 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 Lisa S Pecone have?
- Lisa S Pecone is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Lisa S Pecone's largest employer clients?
- By plan participants, the largest include Board Of Trustees Local 450a Welfare Fund (362 participants).
- How much does Lisa S Pecone earn in commissions?
- Insurers reported $156,395 in broker commissions paid to Lisa S Pecone for plan year 2025, per Schedule A Part 1.
- Where is Lisa S Pecone located?
- Lisa S Pecone is based in Cary, NC.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lisa S Pecone 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 |
|---|---|---|---|
| Board Of Trustees Local 450a Welfare Fund | NY | 362 | 2025-12-31 |
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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.