| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $28K | $12K | $40K | 15.19% |
| PLAN BENEFIT SERVICES INC3 | 101 SUM MOR DRIVE WEST COLUMBIA, SC 29169 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $11K | — | $11K | 10.00% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION ST COLUMBIA, SC 29201 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $6K | — | $6K | 4.99% |
| SOUTHEAST INSURANCE GROUP INC3 Filed as: SOUTHEAST INSURANCE GROUP INC. | 2340 HARDSCRABBLE RD COLUMBIA, SC 29223 | AMERICAN PUBLIC LIFE INSURANCE COMPANY | $3K | — | $3K | 2.99% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | 1612 MARION ST COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | $5K | $22K | 21.65% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | — | $10K | 10.40% |
| THE CLARK GROUP OF SC3 | 589 WINDMERE DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $5K | $8K | 8.21% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $3K | $6K | 6.45% |
| PATRICIA L CARON3 | PO BOX 456 TESUQUE, NM 87574 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 6.09% |
| ANGELA F CLARK3 | PO BOX 727 BLYTHEWOOD, SC 29016 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 5.70% |
| PLAN BENEFIT SERVICES INC3 | PO BOX 2307 COLUMBIA, SC 29202 | PHYSICIANS EYECARE PLAN | $5K | — | $5K | 10.00% |
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 | 435 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 435 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 435 | $2.5M |
| Dental | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 435 | $2.5M |
| Vision | PHYSICIANS EYECARE PLAN | 639 | $45K |
| Life insurance(3 contracts, 3 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,504 | $477K |
| Short-term disability(2 contracts, 2 carriers) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,504 | $366K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 1,504 | $266K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 435 | $2.5M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,504 | — |
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."
No prospect flags tripped on this filing.