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Form 5500 · Employee benefit plan · ELKIN, NC

CARL ROSE & SONS, INC.

CARL ROSE & SONS, INC. of ELKIN, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is J. W. WARD. Coverage is written through NORTHWESTERN MUTUAL. The plan's most recent policy period ended in September.

Benefits broker of record
Insurance carrier
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0797427 · plan 001 · as of Jul 2026

Participants
63
Carriers on file
1
Disclosed commissions
$0
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
NORTHWESTERN MUTUAL0September$0

Questions

Who is CARL ROSE & SONS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, CARL ROSE & SONS, INC.'s broker of record is J. W. WARD.

What insurance carrier does CARL ROSE & SONS, INC. use?

CARL ROSE & SONS, INC.'s benefit plan is written through NORTHWESTERN MUTUAL.

When does CARL ROSE & SONS, INC.'s group plan renew?

The most recent Schedule A policy period for CARL ROSE & SONS, INC. ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CARL ROSE & SONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.