Form 5500 · Employee benefit plan · CHARLOTTE, NC
KEITH & KEITH, LTD.
KEITH & KEITH, LTD.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WELLS FARGO ADVISORS INS AGENCY LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1643967 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 161 | December | $41,586 |
Questions
Who is KEITH & KEITH, LTD.'s benefits broker?
Per its most recent Form 5500 Schedule A, KEITH & KEITH, LTD.'s broker of record is WELLS FARGO ADVISORS INS AGENCY LLC.
What insurance carrier does KEITH & KEITH, LTD. use?
KEITH & KEITH, LTD.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does KEITH & KEITH, LTD.'s group plan renew?
The most recent Schedule A policy period for KEITH & KEITH, LTD. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KEITH & KEITH, LTD.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.