Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$115K
- Vision$115K
- Life$115K
Sponsor portfolio
SOUTHERN SHADE TREE CO. INC.
EIN 57-1092317constructionLatest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$1.5M premiums
Participants
394
377 RUBIN CENTER DRIVE, SUITE 119 - FORT MILL, SC 29708404-775-5649treestoday.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 344 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- PRINCIPAL8%
Broker market share
Schedule A broker compensation
80%top
- JOHNNY HUNEYCUTT80%
- ROBERT E LOWDER10%
- JOHNNY C HUNEYCUTT10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHERN SHADE TREE 401(K) PLAN
401k
Assets$1.8M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN SHADE TREE CO. INC. EMPLOYEE BENEFITS
Fully Insured - BLUE CROSS BLUE SHILED OF SOUTH CAROLINA
Premiums$1.5M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN SHADE TREE 401(K) PLAN | 401k | $1.8M | 263 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN SHADE TREE CO. INC. EMPLOYEE BENEFITS | Fully Insured | BLUE CROSS BLUE SHILED OF SOUTH CAROLINA | $1.5M | 344 | 2025 |
Retirement plans
Welfare plans