Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Vision$1.1M
- Prescription drug$1.1M
- Other$77K
- Life$69K
- +2 more
Sponsor portfolio
BREEZE MANAGEMENT ASSOCIATES, LLC
EIN 57-1089208Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$1.1M premiums
Participants
259
995 BULLS BAY BOULEVARD - AWENDAW, SC 29429843-881-2223
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 127 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
52%top
- 299 CORBIN M WIMBERLY52%
- USI INSURANCE SERVICES LLC39%
- UNKNOWN7%
- ASSUREDPARTNERS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BREEZE MANAGEMENT ASSOCIATES, LLC 401(K) PLAN
401k
Assets$3.4M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BREEZE MANAGEMENT WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF SOUTH CAROLINA
Premiums$1.1M
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BREEZE MANAGEMENT ASSOCIATES, LLC 401(K) PLAN | 401k | $3.4M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BREEZE MANAGEMENT WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | $1.1M | 127 | 2025 |
Retirement plans
Welfare plans