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Sponsor portfolio

SANTEE PRINT WORKS

EIN 13-5552047-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$3.3M premiums
Participants
729
PO BOX 340, 19 PROGRESS STREET - SUMTER, SC 291510340803-773-1461
Plans on this EIN
2 filings
#001TraditionalDB-$26.5M - 579 part#506Fully Insured-$3.3M - 184 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$3.2M
  • Prescription drug$3.2M
  • Other$79K
  • Life$31K
  • Short-term disability$31K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • COMPANION LIFE INSURANCE COMPANY1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • COMMUNITY EYE CARE0%
Total $3.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • THE CASON GROUP INC3%
  • BLUE CROSS BLUE SHIELD OF FLORIDA1%
Total $98K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SANTEE PRINT WORKS RETIREMENT PLAN

TraditionalDB

Assets$26.5M
Participants579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SANTEE PRINT WORKS WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF SOUTH CAROLINA

Premiums$3.3M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANTEE PRINT WORKS RETIREMENT PLANTraditionalDB$26.5M5792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SANTEE PRINT WORKS WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF SOUTH CAROLINA$3.3M1842025
Retirement plans
Welfare plans
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