| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION ST, SUITE 2 COLUMBIA, SC 29201 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | — | $30K | $30K | 3.08% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | — | $22K | $22K | 2.22% |
| FLORES AND ASSOCIATES5 | 1218 S CHURCH CHARLOTTE, NC 28203 | FLORES AND ASSOCIATES | — | $2K | $2K | 1.76% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | MUTUAL OF OMAHA | $6K | $161 | $6K | 8.07% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | MUTUAL OF OMAHA | $2K | — | $2K | 2.15% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | MUTUAL OF OMAHA | $2K | $847 | $2K | 12.74% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | MUTUAL OF OMAHA | $318 | — | $318 | 1.65% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | MUTUAL OF OMAHA | $1K | $721 | $2K | 12.76% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | MUTUAL OF OMAHA | $270 | — | $270 | 1.65% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | MUTUAL OF OMAHA | $2K | $680 | $3K | 16.75% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | MUTUAL OF OMAHA | $400 | — | $400 | 2.50% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | MUTUAL OF OMAHA | $936 | $494 | $1K | 12.72% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | MUTUAL OF OMAHA | $188 | — | $188 | 1.67% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | MUTUAL OF OMAHA | $845 | $447 | $1K | 12.77% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | MUTUAL OF OMAHA | $166 | — | $166 | 1.64% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | MUTUAL OF OMAHA | $578 | $311 | $889 | 12.83% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE ST STE G GREER, SC 29651 | MUTUAL OF OMAHA | $115 | — | $115 | 1.66% |
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 | 119 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 119 | $976K |
| Dental(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 119 | $1.0M |
| Vision | MUTUAL OF OMAHA | 75 | $7K |
| Life insurance | MUTUAL OF OMAHA | 137 | $10K |
| Short-term disability | MUTUAL OF OMAHA | 137 | $19K |
| Long-term disability | MUTUAL OF OMAHA | 137 | $16K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 119 | $976K |
| Other(3 contracts, 2 carriers) | FLORES AND ASSOCIATES | 74 | $113K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 137 | — |
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.