| 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 | $52K | — | $52K | 5.47% |
| MCGRIFF INSURANCE SERVICES INC3 | 7701 AIRPORT CENTER DR GREENSBORO, NC 27409 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | — | $7K | 14.74% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 7.91% |
| TRAN B HUYEN-KEODARA3 | 499 STERLING BROOK DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $275 | $3K | 5.84% |
| PATRICIA L CARON3 | 7 AVENIDA VISTA GRANDE SANRA FE, NM 87508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $87 | $1K | 2.60% |
| CARIE CHANEY HUNSINGER3 | 8 CARETAKERS LANE SAVANNAH, GA 31404 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $812 | $328 | $1K | 2.27% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $460 | $357 | $817 | 1.62% |
| ALICE RYAN STRIBLING3 | 511 KILBOURNE ROAD COLUMBIA, SC 29205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $337 | — | $337 | 0.67% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE CT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $176 | $59 | $235 | 0.47% |
| PAMELA E JONES3 | 55 SHORELINE DR COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $166 | $1 | $167 | 0.33% |
| BENEFIT COMMUNICATION SPECIALISTS3 | 37 W FAIRMONT AVE SAVANNAH, GA 31406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $103 | $51 | $154 | 0.31% |
| MARCEY STEESE3 | 247 STEFAN DRIVE CHARLESTON, SC 29412 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $129 | — | $129 | 0.26% |
| SHERRON HOPPER3 | PO BOX 2633 LEXINGTON, SC 29071 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $75 | $1 | $76 | 0.15% |
| MICHELLE RENE WALKER3 | 25 DOVERCREEK CIRCLE COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $70 | $2 | $72 | 0.14% |
| ENROLLEASE3 Filed as: LISA LOWE CLARKE | 4604 KILLIAN CROSSING DR DENVER, NC 28037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $1 | $63 | 0.13% |
| JASON PAUL CAMPBELL3 | 1816 PIEDMONT HILLS PL CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $44 | — | $44 | 0.09% |
| WENDY O LANGSTON3 | 120 LONGWOOD PASS IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.05% |
| SHEALY BENEFITS SERVICES INC3 Filed as: SHEALY BENEFITS SERVICES INC. | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.01% |
| ROMEO TYRONE GAINEY3 | 1343 PARLIAMENT LAKE DR COLUMBIA, SC 29223 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $2 | $7 | 0.01% |
| JENNIFER ODGEN3 | 4344 KENINGSTON RD TALLAHESSEE, FL 32303 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.01% |
| BRYCE WILLIAM SMITH3 | 4212 AUDUDON PARK DR CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.01% |
| GARY LYNN HALLAM3 | PO BOX 291721 COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| SHIRONDA YOUNG3 | 221 CACTUS ST TALLAHASSEE, FL 32302 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | — | $3K | 8.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 2211 7TH AVENUE SOUTH CHARLESTON, WV 25301 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 2.44% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 2211 7TH AVENUE SOUTH BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.58% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 15.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 2211 7TH AVENUE SOUTH BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.36% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | — | $2K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 2211 7TH AVENUE SOUTH BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $1K | $1K | 4.51% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | — | $1K | 10.00% |
| MCGRIFF INSURANCE SERVICES INC3 | 2211 7TH AVENUE SOUTH BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $538 | $538 | 4.50% |
| MCGRIFF INSURANCE SERVICES INC3 | PO BOX 27149 GREENVILLE, SC 29616 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $471 | — | $471 | 9.99% |
| MCGRIFF INSURANCE SERVICES INC3 | 2211 7TH AVENUE SOUTH BIRMINGHAM, AL 35233 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $213 | $213 | 4.52% |
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 | 132 | $944K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 126 | $42K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 127 | $12K |
| Life insurance(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 131 | $80K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 131 | $24K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 84 | $25K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 132 | $944K |
| Other(4 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 131 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 132 | — |
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.