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Benefits broker of record · CHARLOTTE, NC

WENDY B PACE

WENDY B PACE 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

WENDY B PACE brokers 4 insured contracts for 4 employers, all in North Carolina.

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

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA writes the most contracts in the book (4, about 100%).

Renewals are spread through the year; February 1 renewals (policy year ends January) are the largest group, at 25% of the dated welfare contracts.

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 1 · vision 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
HAWTHORNE RESIDENTIAL PARTNERS, LLCGREENSBORO, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAApr 1FY2025
GUARANTEED SUPPLY COMPANY, INC.GREENSBORO, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAJan 1FY2025
NORTH STATE DENTAL PARTNERS, INC.BURLINGTON, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINADec 1FY2025
REAL MAGIC, INC.RALEIGH, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAFeb 1FY2024

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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