Benefits broker of record · CHARLOTTE, NC
NFP CORPORATE SERVICES (SE) INC.
NFP CORPORATE SERVICES (SE) INC. of CHARLOTTE, NC is named as the broker of record on 605 insurance contracts in public Form 5500 Schedule A filings.
One of 16 offices of NFP CORPORATE SERVICES (SE) INC..
605 contracts on file name NFP CORPORATE SERVICES (SE) 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
NFP CORPORATE SERVICES (SE) INC. brokers 605 insured contracts for 248 employers, across 27 states, led by NC, FL, SC.
Disability is the largest line (223 contracts), followed by life (203), vision (103), dental (91).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (158, about 26%); UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, 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.
disability 223 · life 203 · vision 103 · dental 91 · health 84 · stop-loss 3
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 |
|---|---|---|---|
| LG ENERGY SOLUTION MICHIGAN, INC. | TROY, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | Jan 1FY2025 |
| PHOEBE PUTNEY HEALTH SYSTEM, INC. | ALBANY, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Aug 1FY2025 |
| CONVERGE TECHNOLOGY SOLUTIONS | NORCROSS, GA | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | Jan 1FY2025 |
| JERRY ERWIN ASSOCIATES | VANCOUVER, WA | UNITEDHEALTHCARE INSURANCE COMPANY | May 1FY2025 |
| TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TR | CHICAGO, IL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
more employers in NFP CORPORATE SERVICES (SE) INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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