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Benefits broker of record · CHARLOTTE, NC

CHEREE A MOODY

CHEREE A MOODY of CHARLOTTE, NC is named as the broker of record on 1 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
1
Book size
under $10k
States
NC

Book profile

CHEREE A MOODY brokers 1 insured contract for 1 employer covering 126 people, all in NC.

Dental is the largest line (1 contracts), followed by vision (1), life (1), disability (1).

THE GUARDIAN LIFE INSURANCE COMPANY & AFFILIATES writes the most contracts in the book (1, about 100%).

Renewals concentrate in August — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
  • THE GUARDIAN LIFE INSURANCE COMPANY & AFFILIATES1
Employer states
Lines of coverage

dental 1 · vision 1 · life 1 · disability 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
SOUTH ASHEVILLE HOTEL ASSOCIATES, LLCFLETCHER, NCTHE GUARDIAN LIFE INSURANCE COMPANY & AFFILIATESAugust

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A