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Sponsor portfolio

STEVENSON-WEIR/SOUTHERN LLC

EIN 87-1327110-Manufacturing-Latest filing 2025
Plans
3
Retirement
1
$6.3M assets
Welfare
2
$655K premiums
Participants
588
1523 ANDERSON ROAD SOUTH - ROCK HILL, SC 29730803-371-4462
Plans on this EIN
3 filings
#001401k-$6.3M - 316 part#501Self Funded-$340K - 148 lives#502Fully Insured-$315K - 185 lives

Benefits portfolio analytics

2 plans / $655K premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$340K
  • Other$299K
  • Dental$216K
  • Life$216K
  • Short-term disability$216K
  • Long-term disability$216K
  • +1 more
Total $655K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNITEDHEALTHCARE INSURANCE COMPANY48%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • EVEREST REINSURANCE COMPANY4%
  • COMMUNITY EYE CARE2%
Total $655K5 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • ECM BENEFITS LLC53%
  • SHEALY BENEFITS SERVICES INC20%
  • CHRISTOPHER MICHAEL SHEALY17%
  • PAUL STANLEY JR4%
  • GIBSON INSURANCE AGENCY, INC.3%
  • +3 more
Total $40K8 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

STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN

401k

Assets$6.3M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEVENSON-WEIR/SOUTHERN, LLC EMPLOYEE BENEFITS PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$340K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

STEVENSON-WEIR/SOUTHERN, LLC GROUP INSURANCE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$315K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN401k$6.3M3162025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEVENSON-WEIR/SOUTHERN, LLC EMPLOYEE BENEFITS PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$340K1482024
502STEVENSON-WEIR/SOUTHERN, LLC GROUP INSURANCE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$315K1852024
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