Benefits brokerage · 2 offices
PIEDMONT BENEFITS GROUP
PIEDMONT BENEFITS GROUP is named as the broker of record on 9 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 |
|---|---|---|
| CORNELIUS | NC | 8 |
| No city on file | — | 1 |
Book profile
PIEDMONT BENEFITS GROUP brokers 9 insured contracts for 6 employers, all in North Carolina.
Dental is the largest line (5 contracts), followed by vision (5), health (4), life (4).
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 22%); METROPOLITAN LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 56% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 5 · vision 5 · health 4 · life 4 · disability 4
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 |
|---|---|---|---|---|
| RANDY MARION INC | MOORESVILLE, NC | CORNELIUS, NC | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| RANDY MARION INC | MOORESVILLE, NC | CORNELIUS, NC | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| LAKE NORMAN SECURITY PATROL, INC. | STATESVILLE, NC | CORNELIUS, NC | PRINCIPAL LIFE INSURANCE COMPANY | Oct 1FY2025 |
| MB INDUSTRIES, INC. | ROSMAN, NC | No city on file | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| SUPPORT INCORPORATED | GASTONIA, NC | CORNELIUS, NC | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Apr 1FY2026 |
more employers in PIEDMONT BENEFITS GROUP'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 2024–2026 on this page)