| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOE SCHAUB | 109 LIPSCOMBE LANE COLUMBIA, SC 29229 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $43K | $0 | $43K | 4.13% |
| CHARLES WORLEY | 10 FALCON CREST DR GREENVILLE, SC 29607 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $24K | — | $24K | 2.29% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF PA, LP | 601 WALNUT ST #805 PHILADELPHIA, PA 19106 | BOSTON MUTUAL LIFE INSURANCE COMPANY | $5K | — | $5K | 8.04% |
| ALPHA BENEFITS GROUP INC Filed as: ALPHA BENEFITS GROUP, INC. | 4500 S. GRAVERS RD SUITE 200 PLYMOUTH MEETING, PA 19462 | BOSTON MUTUAL LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF PA, LP | 125 E ELM ST #210 CONSHOHOCKEN, PA 19428 | MADISON NATIONAL LIFE INSURANCE COMPANY | $13K | — | $13K | 26.77% |
| NORTH AMERICAN BENEFITS COMPANY5 | 20 VALLEY STREAM PARKWAY SUITE 310 MALVERN, PA 19355 | MADISON NATIONAL LIFE INSURANCE COMPANY | — | $3K | $3K | 5.99% |
| TOMPKINS INSURANCE AGENCIES3 Filed as: TOMPKINS INSURANCE | PO BOX 6707 BROADCASTING RD WYOMISSING, PA 19610 | MADISON NATIONAL LIFE INSURANCE COMPANY | $1K | $648 | $2K | 10.20% |
| NORTH AMERICAN BENEFITS COMPANY5 | 20 VALLEY STREAM PARKWAY SUITE 310 MALVERN, PA 19355 | MADISON NATIONAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 8.50% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF PA, LP | 125 E ELM ST #210 CONSHOHOCKEN, PA 19428 | MADISON NATIONAL LIFE INSURANCE COMPANY | $807 | $336 | $1K | 5.81% |
| SCHAUB INSURANCE LLC3 | 8807 TWO NOTCH ROAD SUITE C COLUMBIA, SC 29223 | COMPANION LIFE INSURANCE COMPANY | $907 | — | $907 | 7.38% |
| BLUE CROSS BLUE SHIELD OF FLORIDA3 Filed as: BCBS OF SOUTH CAROLINA | I20 AT ALPINE ROAD COLUMBIA, SC 29219 | COMPANION LIFE INSURANCE COMPANY | $563 | — | $563 | 4.58% |
| ALPHA BENEFITS GROUP INC3 | 125 E ELM ST #210 CONSHOHOCKEN, PA 19428 | COMPANION LIFE INSURANCE COMPANY | $102 | — | $102 | 0.83% |
| ALPHA BENEFITS GROUP INC3 | 125 E ELM ST #210 CONSHOHOCKEN, PA 19428 | TRANSAMERICA LIFE INSURANCE | $985 | — | $985 | 17.27% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 329 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 329 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 152 | $1.2M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 152 | $1.2M |
| Vision | COMPANION LIFE INSURANCE COMPANY | 111 | $12K |
| Life insurance(2 contracts, 2 carriers) | BOSTON MUTUAL LIFE INSURANCE COMPANY | 329 | $81K |
| Short-term disability(2 contracts, 2 carriers) | BOSTON MUTUAL LIFE INSURANCE COMPANY | 304 | $109K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 152 | $1.2M |
| Other | BLUE CROSS BLUE SHIELD OF ALABAMA | 29 | $117K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 329 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.