PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COLONIAL FAMILY PRACTICE
Sponsor portfolio

COLONIAL FAMILY PRACTICE

EIN 02-0626080-medical practice-Latest filing 2024
Plans
2
Retirement
0
Welfare
2
$903K premiums
Participants
2,701
674 WEST LIBERTY ST - SUMTER, SC 29150803-773-5227LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#501Fully Insured-$477K - 0 lives#502Mixed-$426K - 2,402 lives

Benefits portfolio analytics

2 plans / $903K premiums / 2,402 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$428K
  • Prescription drug$426K
  • Long-term disability$237K
  • Life$192K
  • Vision$148K
  • Other$141K
  • +2 more
Total $903K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • UNITEDHEALTHCARE INSURANCE COMPANY27%
  • HARTFORD LIFE AND ACCIDENT21%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $903K5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • KRISTINE SCHEER74%
  • LAYNE FINANCIAL INC18%
  • BNYU LLC7%
  • AMERICAN BENEFITS & COMP SYSTEMS2%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $30K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

COLONIAL FAMILY PRACTICE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECHOICE HEALTHPLAN

Premiums$477K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OPTUM SELECT GROUP BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$426K
Covered lives2,402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLONIAL FAMILY PRACTICE HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECHOICE HEALTHPLAN$477K02024
502OPTUM SELECT GROUP BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$426K2,4022024
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica