Unbiased Insights

Broker book

Captrust Financial Advisors

4208 Six Forks Road, Ste 1700, Raleigh, NC 27609 · EIN 26-0058143

Plan year 2024

2 employers · 37 enrolled · Direct (A) $8,127 · Additional (C) $0

Employers

Plan year 2024

Groups named on this party’s Form 5500 rows for the selected plan year.

EmployerCoverageCarrierEnrolledDirect (A)Additional (C)
Victaulic CompanyOtherProvident Life And Accident Insurance Company26$5,504 · 2 contracts
B. Braun Medical, Inc.OtherProvident Life And Accident Insurance Company11$2,623 · 2 contracts

About these columns

Direct (A) — Carrier-contract commissions from Schedule A. Not averaged with Schedule C.

Additional (C) — Plan-paid amounts from Schedule C. Shown as total and $ / enrolled / year.