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Sponsor portfolioTH

WESLEY COMMONS

EIN 57-0524661-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$825K premiums
Participants
579
1110 MARSHALL ROAD - GREENWOOD, SC 29646864-227-7367
Plans on this EIN
2 filings
#002403b-$9.8M - 410 part#515Mixed-$825K - 175 lives

Benefits portfolio analytics

1 plan / $825K premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$617K
  • Other$75K
  • Dental$59K
  • Short-term disability$37K
  • Long-term disability$27K
  • Life$19K
  • +1 more
Total $825K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • BLUE CROSS OF CALIFORNIA75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • DELTA DENTAL OF CALIFORNIA7%
  • VISION SERVICE PLAN1%
Total $825K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • AP BENEFIT ADVISORS, LLC95%
  • JAMES A SCOTT & SON INC5%
Total $33K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WESLEY COMMONS 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$9.8M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

WESLEY COMMONS EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF SOUTH CAROLINA

Premiums$825K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WESLEY COMMONS 403(B) RETIREMENT SAVINGS PLAN403b$9.8M4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515WESLEY COMMONS EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF SOUTH CAROLINA$825K1752025
Retirement plans
Welfare plans
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