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Form 5500 · Employee benefit plan · CHARLOTTE, NC

ADPD HOLDINGS, LLC

ADPD HOLDINGS, LLC of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES A SCOTT & SONS. Coverage is written through HARTFORD LIFE AND ACCIDENT and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-1691715 · plan 502 · as of Aug 2026

Participants
1,527
Carriers on file
2
Disclosed commissions
$171,308
Renewal month
December

Plan brief

Schedule A lists 2 insured contracts covering vision, life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 1,778 people.

Reported premium across the insured contracts is $837,428, with $171,308 in disclosed broker commissions — about 20% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

JAMES A SCOTT & SONS is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Two carriers split the book: HARTFORD LIFE AND ACCIDENT and AMERITAS LIFE INSURANCE CORP..

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD LIFE AND ACCIDENTLife, Disability1,778December$744,281$159,626
AMERITAS LIFE INSURANCE CORP.Vision2,508December$93,147$11,682

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