Benefits broker of record
ALAN WISE
ALAN WISE is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Book profile
ALAN WISE brokers 2 insured contracts for 2 employers, across 2 states, led by NC, TN.
Health is the largest line (2 contracts), followed by dental (1), vision (1).
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA writes the most contracts in the book (1, about 50%); BLUECROSS BLUESHIELD OF TENNESSEE, INC. follow.
Renewals concentrate on December 1: 50% of the dated welfare contracts have policy years ending in November, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 2 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| THE FRIENDSHIP FAMILY OF DEALERSHIPS, DBA FRIENDSHIP AUTOMOTIVE, INC. | BRISTOL, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Dec 1FY2025 |
| BONDED LOGISTICS, INC. | CHARLOTTE, NC | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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