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Sponsor portfolio

SEAMON WHITESIDE & ASSOCIATES, INC.

EIN 57-0807412-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$3.2M premiums
Participants
494
501 WANDO PARK BLVD, SUITE 200 - MT. PLEASANT, SC 29464843-884-1667swasc.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$22.7M - 272 part#501Fully Insured-$3.2M - 222 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Life$432K
  • Dental$426K
  • Vision$426K
  • Short-term disability$426K
  • Long-term disability$426K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • ALLSTATE0%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • RICK M CROSBY90%
  • THE CARSON GROUP INC10%
Total $234K2 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

SEAMON, WHITESIDE AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$22.7M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEAMON, WHITESIDE AND ASSOCIATES, INC. MEDICAL PLAN

Fully Insured - BLUE CHOICE HEALTH PLAN OF SOUTH CAROLINA

Premiums$3.2M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEAMON, WHITESIDE AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN401k$22.7M2722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEAMON, WHITESIDE AND ASSOCIATES, INC. MEDICAL PLANFully InsuredBLUE CHOICE HEALTH PLAN OF SOUTH CAROLINA$3.2M2222025
Retirement plans
Welfare plans
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