| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PARRISH & GWINN INSURANCE GROUP LLC3 Filed as: PARRISH & GWINN INSURANCE GRP LLC | 1401 MAIN ST STE 601 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY - DENTAL | $6K | — | $6K | 10.00% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $1K | $3K | 7.71% |
| ROBERT O TINDALL3 | 424 STERLING BROOK DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 6.08% |
| ALICE RYAN STRIBLING3 | 511 KILBOURNE ROAD COLUMBIA, SC 29205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $771 | $106 | $877 | 2.13% |
| PARRISH & GWINN INSURANCE GROUP LLC3 | 1401 MAIN STREET COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $845 | — | $845 | 2.05% |
| PAMELA E JONES3 | 55 SHORELINE DR COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $687 | $113 | $800 | 1.95% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $445 | $292 | $737 | 1.79% |
| THE CASON GROUP INC3 | 1612 MARION STREET COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $611 | — | $611 | 1.49% |
| JULIANE D BERRY3 | 212 LAKESHIRE DRIVE LEXINGTON, SC 29073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $502 | $38 | $540 | 1.31% |
| AMANDA K BERRY3 | 212 LAKESHIRE DRIVE LEXINGTON, SC 29073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $283 | $15 | $298 | 0.72% |
| TRAN B HUYEN-KEODARA3 | 499 STERLING BROOK DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $106 | $27 | $133 | 0.32% |
| KRISTI RAE CHAPMAN3 | 375 STAR LIGHT DR FORT MILL, SC 29715 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $52 | $16 | $68 | 0.17% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE CT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | $4 | $19 | 0.05% |
| CALDWELL TRUST COMPANY3 | 200 PALMETTO HALL DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $6 | $13 | 0.03% |
| PARRISH & GWINN INSURANCE GROUP LLC3 Filed as: PARRISH & GWINN INSURANCE GRP LLC | 1401 MAIN ST STE 601 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY - VISION | $843 | — | $843 | 12.00% |
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 | 104 | 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) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 53 | $41K |
| Dental | UNITED OF OMAHA LIFE INSURANCE COMPANY - DENTAL | 88 | $56K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY - VISION | 67 | $7K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 125 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.