| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ROBERT O TINDALL3 | 225 S. PICKENS ST COLUMBIA, SC 29205 | COMPANION LIFE INSURANCE COMPANY | $16K | — | $16K | — |
| BLUECHOICE HEALTH PLAN3 | PO BOX 6170 COLUMBIA, SC 29260 | COMPANION LIFE INSURANCE COMPANY | $4K | — | $4K | — |
| ROBERT O TINDALL3 Filed as: ROBERT O. TINDALL | 225 S. PICKENS STREET COLUMBIA, SC 29205 | VISION SERVICE PLAN | $1K | — | $1K | — |
| BLUECHOICE HEALTH PLAN3 Filed as: BLUECHOICE HEALTHPLAN | PO BOX 6170 COLUMBIA, SC 292606170 | BLUECHOICE HEALTHPLAN | $118K | — | $118K | — |
| ROBERT O TINDALL3 | 225 SOUTH PICKENS ST COLUMBIA, SC 29205 | COMPANION LIFE INSURANCE COMPANY | $11K | — | $11K | — |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | PO BOX 11229 COLUMBIA, SC 29211 | COMPANION LIFE INSURANCE COMPANY | $5K | — | $5K | — |
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 | 269 | 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) | 269 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECHOICE HEALTHPLAN | 264 | $0 |
| Dental | COMPANION LIFE INSURANCE COMPANY | 265 | $0 |
| Vision | VISION SERVICE PLAN | 269 | $0 |
| Life insurance | COMPANION LIFE INSURANCE COMPANY | 267 | $0 |
| Short-term disability | COMPANION LIFE INSURANCE COMPANY | 267 | $0 |
| Long-term disability | COMPANION LIFE INSURANCE COMPANY | 267 | $0 |
| Other | COMPANION LIFE INSURANCE COMPANY | 267 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 269 | — |
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.