| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BRYCE WILLIAM SMITH3 | 4212 AUDUBON PARK DRIVE CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11K | $0 | $11K | 9.28% |
| ENROLLEASE3 Filed as: LISA LOWE CLARKE AND OTHER AGENTS | 4604 KILLIAN CROSSING DRIVE DENVER, NC 28037 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $21 | $3K | 2.78% |
| SHEALY BENEFITS SERVICES INC3 Filed as: SHEALY BENEFITS SERVICES, INC. | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $511 | $3K | 2.38% |
| THE CLARK GROUP OF SC3 Filed as: THE CLARK GROUP OF SOUTH CAROLINA | 589 WINDMERE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $1K | $3K | 2.18% |
| MARIE REDDERSON3 | 7 MALLARD COURT GREENVILLE, SC 29617 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 1.28% |
| WENDY O LANGSTON3 Filed as: WENDY O. LANGSTON | 120 LONGWOOD PASS IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $39 | $1K | 1.22% |
| ADVANCED BENEFIT SYSTEM INC3 Filed as: ADVANCED BENEFIT SYSTEM, INC. | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $837 | $414 | $1K | 1.08% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROW OF S C INC | 10 FALCON CREST DRIVE, SUITE 100 GREENVILLE, SC 29607 | PRINCIPAL LIFE INSURANCE COMPANY | $7K | $0 | $7K | 10.64% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN INSURANCE AGENCY OF V | 11220 ASSETT LOOP, SUITE 304 MANASSAS, VA 20109 | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.54% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF SOUTH CAROLINA I | PO BOX 16837 GREENVILLE, SC 29606 | METROPOLITAN LIFE INSURANCE COMPANY | $874 | $106 | $980 | 19.35% |
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 | 110 | 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) | 110 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECHOICE HEALTHPLAN SOUTH CAROLINA | 98 | $806K |
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 106 | $70K |
| Vision | PRINCIPAL LIFE INSURANCE COMPANY | 106 | $70K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 106 | $70K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 33 | $5K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 33 | $5K |
| Prescription drug | BLUECHOICE HEALTHPLAN SOUTH CAROLINA | 98 | $806K |
| Other | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 91 | $115K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 106 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.