Consolidated Planning Holdings
Consolidated Planning Holdings collected $29,888 in commissions and fees from 9 employer health plans in plan year 2024 filings, ranking #6903 among 12,126 brokers named in the public record. Most of its named clients are in North Carolina.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| Trustees - Ugsoa Health and Welfare Fund · Massachusetts | $29,634 | 1,912 |
| DP World Americas Ro, Inc. · North Carolina | $99 | 193 |
| Oneh2, Inc. · North Carolina | $80 | 105 |
| Scope Anesthesia of North Carolina, PLLC · North Carolina | $51 | 109 |
| Carolina Day School · North Carolina | $13 | 136 |
| Aileron Management, LLC · South Carolina | $9 | 140 |
| McIntyre Manufacturing Group, Inc. · North Carolina | $2 | 131 |
| Shamrock Environmental Corporation · North Carolina | $0 | 237 |
| Faulconer Construction Company, Inc. · Virginia | $0 | 415 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does Consolidated Planning Holdings earn from employer health plans?
In plan year 2024 filings, employers reported paying Consolidated Planning Holdings $29,888: $254 in commissions and $29,634 in fees, across 9 insurance contracts at 9 employers. That ranks #6903 of 12,126 brokers in the public record.
What commission rate is paid on plans Consolidated Planning Holdings brokers?
Not enough fully insured medical plans name Consolidated Planning Holdings as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Consolidated Planning Holdings?
The largest reported payers in 2024 were Trustees - Ugsoa Health and Welfare Fund, DP World Americas Ro, Inc., Oneh2, Inc.. North Carolina is its biggest state by employer count (6 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.