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  2. PALMETTO BLUFF INVESTMENTS, LLC
Sponsor portfolio

PALMETTO BLUFF INVESTMENTS, LLC

EIN 86-2804411-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$308K premiums
Participants
688
11 VILLAGE PARK SQUARE - BLUFFTON, SC 29910843-406-6650
Plans on this EIN
2 filings
#001401k-$6.1M - 410 part#501Mixed-$308K - 254 lives

Benefits portfolio analytics

1 plan / $308K premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$308K
  • Dental$271K
  • Vision$271K
  • Life$271K
  • Short-term disability$271K
  • Health$36K
Total $308K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • METROPOLITAN LIFE INSURANCE COMPANY98%
  • CURALINC HEALTHCARE2%
Total $308K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $61K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PALMETTO BLUFF INVESTMENT LLC 401(K) RETIREMENT PLAN

401k

Assets$6.1M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALMETTO BLUFF COMPANY, LLC HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$308K
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALMETTO BLUFF INVESTMENT LLC 401(K) RETIREMENT PLAN401k$6.1M4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALMETTO BLUFF COMPANY, LLC HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$308K2542025
Retirement plans
Welfare plans
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