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Benefits Intelligence/Broker Directory/North Carolina

Vicki J Veltri

Leland, NC

Vicki J Veltri of Leland, NC is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $764 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$764
plan year 2025

Quick answer

Vicki J Veltri (Leland, 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 Vicki J Veltri have?
Vicki J Veltri is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Vicki J Veltri's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants) and Pennsylvania Farm Bureau Welfare Wrap (30 participants).
How much does Vicki J Veltri earn in commissions?
Insurers reported $764 in broker commissions paid to Vicki J Veltri for plan year 2025, per Schedule A Part 1.
Where is Vicki J Veltri located?
Vicki J Veltri is based in Leland, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Vicki J Veltri 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
UpmcPA94,3912024-12-31
Pennsylvania Farm Bureau Welfare WrapPA302025-12-31

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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.