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Benefits broker of record · CHARLOTTE, NC

PENTEGRA RETIREMENT SERVICES

PENTEGRA RETIREMENT SERVICES of CHARLOTTE, NC is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
under $10k
States
NC

Clients on file

EmployerCarrierRenews
CAREXM, LLCJOHN HANCOCK LIFE INSURANCE COMPANYDecember
GRAY, LAYTON , KERSH, SOLOMON, FURR & SMITH, P.A.JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)December
MULLER ENGINEERING COMPANY, INC.JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)(JOHN HANCOCK USA)December
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5 more plans in PENTEGRA RETIREMENT SERVICES'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