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Sponsor portfolio

PALMETTO MOON

EIN 54-2065775-retail-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$900K premiums
Participants
421
1950 HANAHAN RD - NORTH CHARLESTON, SC 29406843-763-7485palmettomoononline.comLinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#001401k-$2.8M - 318 part#501Mixed-$900K - 151 lives

Benefits portfolio analytics

1 plan / $900K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$770K
  • Prescription drug$770K
  • Other$64K
  • Dental$56K
  • Vision$11K
Total $900K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • COMMUNITY EYE CARE1%
Total $900K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • RSC INSURANCE BROKERAGE INC51%
  • MCGRIFF INSURANCE SERVICES INC44%
  • ASSUREDPARTNERS4%
  • THE CASON GROUP INC2%
Total $56K4 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

PALMETTO MOON 401(K) PLAN

401k

Assets$2.8M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALMETTO MOON WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$900K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALMETTO MOON 401(K) PLAN401k$2.8M3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALMETTO MOON WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$900K1512025
Retirement plans
Welfare plans
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