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Benefits broker of record · CHARLOTTE, NC

J. ARTHUR DAIL, INC.

J. ARTHUR DAIL, INC. of CHARLOTTE, NC is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
13
Book size
$100k–1M
Office state
NC

13 contracts on file name J. ARTHUR DAIL, INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

J. ARTHUR DAIL, INC. brokers 13 insured contracts for 7 employers, across 2 states, led by NC, SC.

Life is the largest line (6 contracts), followed by disability (6), vision (4), dental (2).

SUN LIFE ASSURANCE COMPANY OF CANADA writes the most contracts in the book (4, about 31%); COMMUNITY EYE CARE, METROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 54% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 6 · disability 6 · vision 4 · dental 2 · health 1 · stop-loss 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
INGLES MARKETS INCORPORATEDASHEVILLE, NCMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
CATAWBA COLLEGESALISBURY, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAJun 1FY2025
INGLES MARKETS INCORPORATEDASHEVILLE, NCVISION SERVICE PLANJan 1FY2025
INGLES MARKETS INCORPORATEDASHEVILLE, NCMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
BJU, INC.GREENVILLE, SCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
Subscriber access
4

more employers in J. ARTHUR DAIL, INC.'s book

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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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