| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DR GREENVILLE, SC 29607 | UNITEDHEALTHCARE INSURANCE COMPANY | $44K | — | $44K | 2.24% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 5145 GREENVILLE, SC 29606 | UNITEDHEALTHCARE INSURANCE COMPANY | $0 | $2K | $2K | 0.11% |
| MARSH & MCLENNAN AGENCY LLC3 | PO BOX 5145 GREENVILLE, SC 29606 | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $25K | $15K | $40K | 11.16% |
| SOUTHERN BENEFIT SYSTEMS3 | 207 S. MAIN STREET FOUNTAIN INN, SC 29644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $770 | — | $770 | 2.24% |
| JOHN A. BRADLEY INC.3 Filed as: JOHN A BRADLEY INC | 207 SOUTH MAIN ST FOUNTAIN INN, SC 29644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $569 | — | $569 | 1.66% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LN ESCONDIDO, CA 92026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $259 | — | $259 | 0.75% |
| WILLIAM T MILLER3 | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $138 | — | $138 | 0.40% |
| TRANSCEND TECHNOLOGIES GROUP, INC.3 Filed as: TRANSCEND TECHNOLOGIES GROUP INC | 9401 E STOCKTON BLVD ELK GROVE, CA 95624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $94 | — | $94 | 0.27% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFIT SYSTEMS INC | 245 SEVEN FARMS DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | — | $83 | 0.24% |
| JOHN E LEVINS3 | 3941 HERITAGE VIEW TRAIL WAKE FOREST, NC 27587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $69 | — | $69 | 0.20% |
| STEPHANIE A LEVINS3 | 3941 HERITAGE VIEW TRAIL WAKE FOREST, NC 27587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 0.20% |
| PAUL JOEL CLARK3 | 122 CARISSA COURT GREER, SC 29650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $30 | — | $30 | 0.09% |
| DONNA L ROBINSON3 | 11 ARMSDALE DR TAYLORS, SC 29687 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| JOHN A. BRADLEY INC.3 Filed as: JOHN A BRADLEY | 207 SOUTH MAIN STREET FOUNTAIN INN, SC 29644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $74 | — | $74 | 2.13% |
| SOUTHERN BENEFIT SYSTEMS3 | 207 S. MAIN STREET FOUNTAIN INN, SC 29644 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $68 | — | $68 | 1.96% |
| ANDREA MARIE TIERCE3 | 2204 PLEASANTWOOD LN ESCONDIDO, CA 92026 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | — | $33 | 0.95% |
| WILLIAM T MILLER3 | 2908 OTRANTO ROAD NORTH CHARLESTON, SC 29406 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.66% |
| TRANSCEND TECHNOLOGIES GROUP, INC.3 Filed as: TRANSCEND TECHNOLOGIES GROUP INC | 9401 E STOCKTON BLVD ELK GROVE, CA 95624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.46% |
| PAUL JOEL CLARK3 | 122 CARISSA COURT GREER, SC 29650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 0.43% |
| ADVANCED BENEFIT SYSTEM INC3 | 245 SEVEN FARMS DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | — | $9 | 0.26% |
| STEPHANIE A LEVINS3 Filed as: STEPHANIE A. LEVINS | 3941 HERITAGE VIEW TRAIL WAKE FOREST, NC 27587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
| JOHN E LEVINS3 | 3941 HERITAGE VIEW TRAIL WAKE FOREST, NC 27587 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.03% |
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 | 201 | 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) | 201 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 323 | $2.0M |
| Dental | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 201 | $358K |
| Vision | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 201 | $358K |
| Life insurance(3 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 201 | $396K |
| Short-term disability(2 contracts) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 31 | $38K |
| Long-term disability | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 201 | $358K |
| Other(3 contracts, 2 carriers) | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | 201 | $396K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 323 | — |
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.