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Sponsor portfolio

COMPANION PROFESSIONAL SERVICES

EIN 58-2375610-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$995K premiums
Participants
330
PO BOX 8263 - COLUMBIA, SC 292028263803-765-1310
Plans on this EIN
2 filings
#002401k-$23.1M - 266 part#506Fully Insured-$995K - 64 lives

Benefits portfolio analytics

1 plan / $995K premiums / 64 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$846K
  • Prescription drug$846K
  • Vision$100K
  • Life$100K
  • Short-term disability$100K
  • Long-term disability$100K
  • +2 more
Total $995K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Total $995K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • BENEFIT COORDINATORS, INC.73%
  • UNITED PRODUCERS GROUP LLC27%
Total $69K2 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

COMPANION PROFESSIONAL SERVICES, LLC DBA TM FLOYD & COMPANY 401(K) RETIREMENT PLAN

401k

Assets$23.1M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

COMPANION PROFESSIONAL SERVICES WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$995K
Covered lives64
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COMPANION PROFESSIONAL SERVICES, LLC DBA TM FLOYD & COMPANY 401(K) RETIREMENT PLAN401k$23.1M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506COMPANION PROFESSIONAL SERVICES WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$995K642025
Retirement plans
Welfare plans
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