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Benefits Intelligence/Broker Directory/Georgia

Richard K Carter Sr

Columbus, GA

Richard K Carter Sr of Columbus, GA is the broker of record on 15 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $95,559 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
15
States served
3
Reported commissions
$95,559
plan year 2025
Reported fees
$1,939

Quick answer

Richard K Carter Sr (Columbus, GA) is the broker of record for 11 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Richard K Carter Sr have?
Richard K Carter Sr is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 3 states.
Who are Richard K Carter Sr's largest employer clients?
By plan participants, the largest include Ricoh Usa, Inc. (12,019 participants), Childrens Healthcare Of Atlanta (11,220 participants) and Aflac Incorporated (5,949 participants).
How much does Richard K Carter Sr earn in commissions?
Insurers reported $95,559 in broker commissions and $1,939 in fees paid to Richard K Carter Sr for plan year 2025, per Schedule A Part 1.
Where is Richard K Carter Sr located?
Richard K Carter Sr is based in Columbus, GA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Richard K Carter Sr 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
Ricoh Usa, Inc.PA12,0192024-12-31
Childrens Healthcare Of AtlantaGA11,2202024-12-31
Aflac IncorporatedGA5,9492024-12-31
8 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.