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Form 5500 · Employee benefit plan · CHARLOTTE, NC

HUGGINS & COMPANY CPA PA

Public Form 5500 records show how HUGGINS & COMPANY CPA PA (CHARLOTTE, NC) structures its employee benefits. Its broker of record is JIM FORTENBERRY. Coverage is written through AXA EQUITABLE LIFE INSURANCE COMPANY. 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 56-1529205 · plan 001 · as of Jul 2026

Participants
12
Carriers on file
1
Disclosed commissions
$8,588
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AXA EQUITABLE LIFE INSURANCE COMPANY12December$8,588

Questions

Who is HUGGINS & COMPANY CPA PA's benefits broker?

Per its most recent Form 5500 Schedule A, HUGGINS & COMPANY CPA PA's broker of record is JIM FORTENBERRY.

What insurance carrier does HUGGINS & COMPANY CPA PA use?

HUGGINS & COMPANY CPA PA's benefit plan is written through AXA EQUITABLE LIFE INSURANCE COMPANY.

When does HUGGINS & COMPANY CPA PA's group plan renew?

The most recent Schedule A policy period for HUGGINS & COMPANY CPA PA ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HUGGINS & COMPANY CPA PA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.