| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF SOUTH CAROLINA, | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29606 | AETNA LIFE INSURANCE CO. | — | $3K | $3K | 0.27% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (SE), INC | 1901 ROXBOROUGH ROAD SUITE 300 CHARLOTTE, NC 28211 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 6.68% |
| KRISTIN SWISHER-MCFADDEN3 Filed as: KRISTIN G SWISHER | 1820 WEST CANNING DRIVE MOUNT PLEASANT, SC 29466 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.63% |
| ALH BENEFITS LLC3 | 2518 PRIVATE LEFLER DRIVE JOHNS ISLAND, SC 29455 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 1.40% |
| RYAN BOTINDARI3 | 4975 LACROSS ROAD SUITE 201 NORTH CHARLESTON, SC 29405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 1.03% |
| EMILY M ROSS3 | 587 RISER STREET APARTMENT B CHARLESTON, SC 29412 | CONTINENTAL AMERICAN INSURANCE COMPANY | $530 | — | $530 | 0.47% |
| AMANDA L HARVEY3 | 2518 PRIVATE LEFLER DRIVE JOHNS ISLAND, SC 29455 | CONTINENTAL AMERICAN INSURANCE COMPANY | $452 | — | $452 | 0.40% |
| DONNA L MATTHEWS3 | 1151 CAMDEN AVENUE ROCK HILL, SC 29732 | CONTINENTAL AMERICAN INSURANCE COMPANY | $254 | — | $254 | 0.23% |
| CAROL A MURRAY3 Filed as: CAROL MURRAY | PO BOX 771 GOOSE CREEK, SC 29445 | CONTINENTAL AMERICAN INSURANCE COMPANY | $254 | — | $254 | 0.23% |
| JOELLE EVELYN BARBARA3 Filed as: JOELLE E BARBARA | 33 POPLAR STREET APARTMENT B CHARLESTON, SC 29403 | CONTINENTAL AMERICAN INSURANCE COMPANY | $198 | — | $198 | 0.18% |
| CATHERINE D JAMES3 Filed as: CATHERINE G JAMES | 4531 MEADOWOOD ROAD COLUMBIA, SC 29206 | CONTINENTAL AMERICAN INSURANCE COMPANY | $37 | — | $37 | 0.03% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF SOUTH CAROLINA INC | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | — | $4K | 5.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF SOUTH CAROLINA INC | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $3K | $7K | 15.71% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF SOUTH CAROLINA INC | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $2K | $6K | 13.56% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF SOUTH CAROLINA INC | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $872 | $3K | 13.92% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF SOUTH CAROLINA INC | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $755 | — | $755 | 5.00% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF SOUTH CAROLINA INC | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $504 | $2K | 14.57% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN AND BROWN OF SOUTH CAROLINA, | 10 FALCON CREST DRIVE SUITE 100 GREENVILLE, SC 29606 | 1800MD | — | $2K | $2K | 22.73% |
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 | 291 | 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) | 291 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE CO. | 197 | $931K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY | 156 | $84K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 142 | $15K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 283 | $33K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 110 | $46K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 283 | $45K |
| Other(4 contracts, 3 carriers) | CONTINENTAL AMERICAN INSURANCE COMPANY | 283 | $155K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 283 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.