| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED3 | 751 CORPORATE CENTER DR STE 120 RALEIGH, NC 27607 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $60K | $18K | $78K | 17.74% |
| THE CASON GROUP INC3 Filed as: CASON GROUP, INC | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $22K | $22K | 5.01% |
| UNITED OF OMAHA LIFE INSURANCE CO5 | MUTUAL OF OMAHA PLAZA OMAHA, NE 68175 | UNITED OF OMAHA LIFE INSURANCE COMPANY | — | $69 | $69 | 0.02% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1001 MOREHEAD SQUARE DRIVE STE 400 CHARLOTTE, NC 28278 | GUARDIAN | $28K | $5K | $33K | 17.54% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION ST FL 4 COLUMBIA, SC 29201 | GUARDIAN | $8K | — | $8K | 4.23% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SC | C/O PLAN BENEFIT SERVICES, INC. WEST COLUMBIA, SC 29169 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 9.48% |
| ANGELA F CLARK3 | PO BOX 727 BLYTHEWOOD, SC 29016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $635 | $90 | $725 | 4.33% |
| THE CLARK GROUP OF SC3 | 898 ROPER ROAD LAURENS, SC 29360 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $173 | $206 | $379 | 2.26% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP, INC. | 1612 MARION STREET COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $369 | — | $369 | 2.20% |
| PATRICIA L CARON3 | 7 AVENIDA VISTA GRANDE SANTA FE, NM 87508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $261 | — | $261 | 1.56% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE UNIT 203 DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | $53 | $168 | 1.00% |
| AMANDA K BERRY3 | 633 HOLLAND AVE CAYCE, SC 29033 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $22 | $105 | 0.63% |
| TRAN B HUYEN-KEODARA3 | 499 STERLING BROOK DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $86 | $19 | $105 | 0.63% |
| PAMELA E JONES3 | 55 SHORELINE DR COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $84 | $16 | $100 | 0.60% |
| HUB INTERNATIONAL MIDWEST LIMITED3 | 1330 LADY STREET COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $27 | $6 | $33 | 0.20% |
| IAN A SCHUMPERT3 | 121 MONROE ST NEWBERRY, SC 29108 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.03% |
| CALDWELL TRUST COMPANY3 | 303 S LAKE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $1 | $4 | 0.02% |
| WILLIAM KRAMER3 | 249 WEST BOWMORE DRIVE BLYTHEWOOD, SC 29016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.02% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.02% |
| SHEALY BENEFITS SERVICES INC3 | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
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 | 328 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 328 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CHOICE HEALTH PLAN SOUTH CAROLINA | 328 | $3.6M |
| Dental(2 contracts, 2 carriers) | BLUE CHOICE HEALTH PLAN SOUTH CAROLINA | 356 | $3.7M |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,221 | $440K |
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,221 | $440K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,221 | $457K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,221 | $440K |
| Prescription drug | BLUE CHOICE HEALTH PLAN SOUTH CAROLINA | 328 | $3.6M |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 2,221 | $440K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,221 | — |
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.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.