Benefits brokerage · 2 offices
GAGE BENEFIT ADVISORS INC.
GAGE BENEFIT ADVISORS INC. is named as the broker of record on 19 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| CHARLOTTE | NC | 17 |
| No city on file | — | 2 |
Book profile
GAGE BENEFIT ADVISORS INC. brokers 19 insured contracts for 7 employers, all in North Carolina.
Life is the largest line (7 contracts), followed by disability (7), vision (4), health (3).
RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 21%); AMERICAN UNITED LIFE INSURANCE COMPANY, COMMUNITY EYE CARE, HARTFORD LIFE AND ACCIDENT follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 42% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 7 · disability 7 · vision 4 · health 3 · dental 1 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| WESLEY HALL, INC. EMPLOYEE BENEFIT | HICKORY, NC | CHARLOTTE, NC | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | Jan 1FY2026 |
| TRYON MEDICAL PARTNERS, PLLC | CHARLOTTE, NC | No city on file | HARTFORD LIFE AND ACCIDENT | Sep 1FY2025 |
| AMERICAN RADIO EMPLOYEE HEALTH PLAN | CHARLOTTE, NC | CHARLOTTE, NC | TOKIO MARINE | Feb 1FY2026 |
| TRYON MANAGEMENT GROUP LLC | CHARLOTTE, NC | No city on file | HARTFORD LIFE AND ACCIDENT | Sep 1FY2025 |
| MARSH FURNITURE COMPANY | HIGH POINT, NC | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | Mar 2FY2025 |
more employers in GAGE BENEFIT ADVISORS INC.'s book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)