| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC3 | POST OFFICE BOX 27149 GREENVILLE, SC 29616 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $40K | — | $40K | 2.56% |
| TRAN B HUYEN-KEODARA3 | 499 STERLING BROOK DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $390 | $3K | 4.62% |
| MCGRIFF INSURANCE SERVICES INC3 | 7701 AIRPORT CENTER DR GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 3.64% |
| THE CLARK GROUP OF SC3 | 898 ROPER ROAD LAURENS, SC 29360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $738 | $2K | 3.12% |
| MARSH & MCLENNAN AGENCY LLC3 | 7701 AIRPORT CENTER DRIVE STE 1800 GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.87% |
| MARCEY STEESE3 | 247 STEFAN DRIVE APT 13 CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $583 | $296 | $879 | 1.35% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $422 | $150 | $572 | 0.88% |
| PATRICIA L CARON3 | 7 AVENIDA VISTA GRANDE SANTA FE, NM 87508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $459 | — | $459 | 0.70% |
| BENEFIT COMMUNICATION SPECIALISTS3 | 8 CARETAKERS LANE SAVANNAH, GA 31404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $190 | — | $190 | 0.29% |
| ALICE RYAN STRIBLING3 | 511 KILBOURNE ROAD COLUMBIA, SC 29205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $182 | — | $182 | 0.28% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE CT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $160 | $3 | $163 | 0.25% |
| PAMELA E JONES3 | 55 SHORELINE DR COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | — | $85 | 0.13% |
| ENROLLEASE3 Filed as: LISA LOWE CLARKE | 4604 KILLIAN CROSSING DR DENVER, NC 28037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $34 | — | $34 | 0.05% |
| JASON PAUL CAMPBELL3 | 1816 PIEDMONT HILLS PL APT 330 CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24 | — | $24 | 0.04% |
| DAVID MCLEOD3 | 4201 CRESTVIEW DR SE RIO RANCHO, NM 87124 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | $5 | $22 | 0.03% |
| WENDY O LANGSTON3 | 120 LONGWOOD PASS IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| MCGRIFF INSURANCE SERVICES INC3 Filed as: MCGRIFF INSURANCE SERVICES | PO BOX 82228 MOBILE, AL 36689 | COMPANION LIFE | $4K | — | $4K | 7.65% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $2K | $7K | 21.03% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $2K | $5K | 16.47% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 21.47% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $788 | $2K | 16.46% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $497 | $323 | $820 | 16.49% |
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 | 128 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 128 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 134 | $1.6M |
| Dental | COMPANION LIFE | 141 | $55K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 133 | $12K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 135 | $101K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 135 | $30K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 91 | $29K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 134 | $1.6M |
| Other(5 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 135 | $160K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 141 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.