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Benefits broker of record · CORNELIUS, NC

PIEDMONT BENEFITS GROUP

PIEDMONT BENEFITS GROUP of CORNELIUS, NC is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of PIEDMONT BENEFITS GROUP.

Contracts brokered
8
Book size
$100k–1M
Office state
NC

8 contracts on file name PIEDMONT BENEFITS GROUP 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

PIEDMONT BENEFITS GROUP brokers 8 insured contracts for 6 employers, all in North Carolina.

Dental is the largest line (5 contracts), followed by vision (5), life (4), disability (4).

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 25%); METROPOLITAN LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY follow.

Renewals concentrate on January 1: 50% of the dated welfare contracts have policy years ending in December, 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.

dental 5 · vision 5 · life 4 · disability 4 · health 3

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
RANDY MARION INCMOORESVILLE, NCHARTFORD LIFE AND ACCIDENTJan 1FY2025
RANDY MARION INCMOORESVILLE, NCMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
LAKE NORMAN SECURITY PATROL, INC.STATESVILLE, NCPRINCIPAL LIFE INSURANCE COMPANYOct 1FY2025
SUPPORT INCORPORATEDGASTONIA, NCEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAApr 1FY2026
P&G SECURITY GUARD INCSALISBURY, NCPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
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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 years 2024–2026 on this page)

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