| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE CLARK GROUP OF SC3 | 589 WINDMERE DR LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $7K | $12K | 16.78% |
| THOMAS H PEACOCK | PO BOX 61200 COLUMBIA, SC 29260 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8K | — | $8K | 11.67% |
| KIMBERLY ANN SHARPE3 | 1 JAHUE CT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $3K | $8K | 11.06% |
| SHEALY BENEFITS SERVICES INC3 Filed as: SHEALY BENEFITS SERVICE INC | 215 HOGAN WAY LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $3K | $6K | 8.16% |
| ADVANCE BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $3K | $5K | 7.76% |
| DAVID C REID LLC3 | 566 LANHAM RD EDGEFIELD, SC 29824 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $122 | $3K | 4.62% |
| CALEB S LAIRSEY3 | 7289 WILLIE BOWEN RD BLACKSHEAR, GA 31516 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $677 | $1K | $2K | 2.71% |
| TRAN B HUYEN-KEODARA3 | 115 BENDING OAK COURT LEXINGTON, SC 29073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $302 | $2K | 2.59% |
| GARY LYNN HALLAM3 | PO BOX 291721 COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $79 | $1K | 1.76% |
| JACLYN ERIKA TEMPLIN3 | 1408 FIRE TOWER RD PROSPERITY, SC 29127 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $155 | $899 | $1K | 1.54% |
| AMANDA K BERRY3 Filed as: AMANDA K. BERRY | 212 LAKESHIRE DRIVE LEXINGTON, SC 29073 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $738 | $52 | $790 | 1.15% |
| PAMELA E JONES3 | 55 SHORELINE DR COLUMBIA, SC 29229 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $166 | $450 | $616 | 0.90% |
| EDWIN DURANT SPRADLEY3 | 1450 OLD SWAMP RD SWANSEA, SC 29160 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $434 | $23 | $457 | 0.67% |
| CAROL BARNES3 | 2561 FALCON RIDGE DRIVE GRAYSON, GA 30017 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $358 | $51 | $409 | 0.60% |
| JULIANE D BERRY3 | 5 CLUSTER ROAD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $305 | $33 | $338 | 0.49% |
| CAROLYN GROVER3 | 206 FOX CHAPEL DR IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $245 | $37 | $282 | 0.41% |
| THE GRAHAM COMPANY3 Filed as: GRAHAM TYRE | PO BOX 369 NICHOLIS, GA 31554 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $102 | $126 | $228 | 0.33% |
| MARC A GROVE3 | 35900 AUTUMN WAY ROGERS, MN 55374 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $45 | $99 | 0.14% |
| ALICE RYAN STRIBLING3 | 511 KILBOURNE RD COLUMBAI, SC 29205 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $35 | $40 | $75 | 0.11% |
| CRAIG WAYNE SOTTILE3 | 408 CEDAR PINES DR GREENVILLE, SC 29615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $18 | $8 | $26 | 0.04% |
| PALMETTO INSURANCE GROUP LLC3 | PO BOX 61200 COLUMBIA, SC 292601200 | PRINCIPAL LIFE INSURANCE COMPANY | $168 | — | $168 | 1.19% |
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 | 264 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 264 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | PRINCIPAL LIFE INSURANCE COMPANY | 264 | $14K |
| Life insurance | PRINCIPAL LIFE INSURANCE COMPANY | 264 | $14K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 264 | $14K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 264 | $14K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 264 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.