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Form 5500 · Employee benefit plan · CHARLOTTE, NC

ROBERT E MASON AND ASSOCIATES, INC.

ROBERT E MASON AND ASSOCIATES, INC. of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GASTON GAGE JR. Coverage is written through BLUE CROSS BLUE SHIELD OF NORTH CAROLINA and 5 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1782982 · plan 510 · as of Jul 2026

Participants
311
Carriers on file
6
Disclosed commissions
$246,801
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF NORTH CAROLINAHealth, Dental286March$118,605
BLUE CROSS BLUE SHIELD OF NORTH CAROLINADental282March$109,726
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability328July$12,613
ZURICH AMERICAN INSURANCE COMPANY315April$3,225
COMMUNITY EYE CAREVision330March$2,632
MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.308December$0

Questions

Who is ROBERT E MASON AND ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, ROBERT E MASON AND ASSOCIATES, INC.'s broker of record is GASTON GAGE JR.

What insurance carrier does ROBERT E MASON AND ASSOCIATES, INC. use?

ROBERT E MASON AND ASSOCIATES, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF NORTH CAROLINA, among 6 disclosed carriers.

When does ROBERT E MASON AND ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for ROBERT E MASON AND ASSOCIATES, INC. ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ROBERT E MASON AND ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.