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Sponsor portfolio

CLEMSON AREA RETIREMENT CENTER

EIN 57-0641693-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$242K premiums
Participants
312
500 DOWNS LOOP - CLEMSON, SC 29631864-654-1155LinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$3.3M - 196 part#501Fully Insured-$242K - 116 lives

Benefits portfolio analytics

1 plan / $242K premiums / 116 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$106K
  • Health$69K
  • Dental$63K
  • Vision$63K
  • Life$63K
  • Short-term disability$5K
  • +1 more
Total $242K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
  • AMERITAS LIFE INSURANCE CORP.28%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA26%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $242K4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • USI INSURANCE SERVICES LLC46%
  • BRYCE WILLIAM SMITH10%
  • SHEALY BENEFITS SERVICES INC9%
  • THE CLARK GROUP OF SC8%
  • BROKERS HOLDING GROUP6%
  • +3 more
Total $48K8 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

CLEMSON AREA RETIREMENT CENTER 401(K) PLAN

401k

Assets$3.3M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLEMSON AREA RETIREMENT CENTER EMPLOYEE BENEFITS PLAN

Fully Insured - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$242K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEMSON AREA RETIREMENT CENTER 401(K) PLAN401k$3.3M1962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLEMSON AREA RETIREMENT CENTER EMPLOYEE BENEFITS PLANFully InsuredCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$242K1162025
Retirement plans
Welfare plans
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