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Form 5500 · Employee benefit plan · MONROE, NC

CARLSON ENVIRONMENTAL CONSULTANTS, PC

Public Form 5500 records show how CARLSON ENVIRONMENTAL CONSULTANTS, PC (MONROE, NC) structures its employee benefits. Its broker of record is HEATH COURTRIGHT LPL FINANCIAL LLC. Coverage is written through MASSMUTUAL LIFE INSURANCE CO.. The plan's most recent policy period ended in December.

Benefits broker of record
HEATH COURTRIGHT LPL FINANCIAL LLC
Insurance carrier
MASSMUTUAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0471138 · plan 001 · as of Jul 2026

Participants
228
Carriers on file
1
Disclosed commissions
$2,596
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MASSMUTUAL LIFE INSURANCE CO.—0December$2,596

Questions

Who is CARLSON ENVIRONMENTAL CONSULTANTS, PC's benefits broker?

Per its most recent Form 5500 Schedule A, CARLSON ENVIRONMENTAL CONSULTANTS, PC's broker of record is HEATH COURTRIGHT LPL FINANCIAL LLC.

What insurance carrier does CARLSON ENVIRONMENTAL CONSULTANTS, PC use?

CARLSON ENVIRONMENTAL CONSULTANTS, PC's benefit plan is written through MASSMUTUAL LIFE INSURANCE CO..

When does CARLSON ENVIRONMENTAL CONSULTANTS, PC's group plan renew?

The most recent Schedule A policy period for CARLSON ENVIRONMENTAL CONSULTANTS, PC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CARLSON ENVIRONMENTAL CONSULTANTS, PC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.