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Benefits broker of record · CHARLOTTE, NC

MCGRIFF WATKINSVILLE

MCGRIFF WATKINSVILLE of CHARLOTTE, NC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
$100k–1M
Office state
NC

Book profile

MCGRIFF WATKINSVILLE brokers 4 insured contracts for 3 employers, all in Georgia.

Health is the largest line (3 contracts), followed by dental (2), vision (1).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (4, about 100%).

Renewals concentrate on February 1: 50% of the dated welfare contracts have policy years ending in January, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 3 · dental 2 · vision 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
THE J R HOBBS CO - ATLANTA LLCLAWRENCEVILLE, GAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
HILLSIDE INCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANYFeb 1FY2026
SAR TRILOGY MANAGEMENT, LLCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
HILLSIDE INCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANYFeb 1FY2026

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)

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