Form 5500 · Employee benefit plan · CHARLOTTE, NC
RETIREMENT CLEARINGHOUSE LLC
Public Form 5500 records show how RETIREMENT CLEARINGHOUSE LLC (CHARLOTTE, NC) structures its employee benefits. Its broker of record is WENDY PACE. Coverage is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0008851 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | Health, Dental, Vision | 220 | November | $23,966 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 127 | November | $9,125 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 68 | November | $5,056 |
Questions
Who is RETIREMENT CLEARINGHOUSE LLC's benefits broker?
Per its most recent Form 5500 Schedule A, RETIREMENT CLEARINGHOUSE LLC's broker of record is WENDY PACE.
What insurance carrier does RETIREMENT CLEARINGHOUSE LLC use?
RETIREMENT CLEARINGHOUSE LLC's benefit plan is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, among 3 disclosed carriers.
When does RETIREMENT CLEARINGHOUSE LLC's group plan renew?
The most recent Schedule A policy period for RETIREMENT CLEARINGHOUSE LLC ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RETIREMENT CLEARINGHOUSE LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.