| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JOSEPH HALL3 | REMEDY ADVISORS, LLC 4711 ALLISON CREEK ROAD YORK, SC 29745 | BLUECORSS BLUESHIELD OF SOUTH CAROLINA | $18K | $0 | $18K | 4.17% |
| REMEDY ADVISORS LLC3 Filed as: REMEDY ADVISORS, LLC | 4711 ALLISON CREEK RD YORK, SC 29745 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | $0 | $8K | 15.00% |
| THE CARSON GROUP INC3 | 1612 MARION ST COLUMBIA, SC 29201 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $3K | $3K | 5.00% |
| REMEDY ADVISORS LLC3 Filed as: REMEDY ADVISORS, LLC | 4711 ALLISON CREEK RD YORK, SC 28745 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 8.75% |
| DEBORAH FORD WILSON3 | 8219 QUAIL HOLLOW DR HARRISBURG, NC 28075 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 5.13% |
| DAVID MASON DOKELL3 | 159 BEACON DR UNIT A MOORESVILLE, NC 28117 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $47 | $1K | 3.94% |
| CEDORA B LEVINER3 | PO BOX 758 KANNAPOLIS, NC 28082 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $352 | $11 | $363 | 0.97% |
| PATRICIA L CARON3 | 7 AVENIDA VISTA GRANDE SANTA FE, NM 87508 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $94 | $0 | $94 | 0.25% |
| CARLA PETRINA WILSON3 | 933 OAK ST MOORESVILLE, NC 28115 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $53 | $0 | $53 | 0.14% |
| GRACE V NEAD3 | 1015 STATE PARK RD GREENVILLE, SC 29609 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.02% |
| CBF BENEFITS INC3 | 1309 HIDDEN HARBOR RD MYRTLE BEACH, SC 29577 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.01% |
| MARY DAUGHERTY3 | PO BOX 119 ROCKY TOP, TN 37769 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
| JOSEPH HALL3 | REMEDY ADVISORS, LLC 4711 ALLISON CREEK ROAD YORK, SC 29745 | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | $4K | $0 | $4K | 9.97% |
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 | 0 | 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) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECORSS BLUESHIELD OF SOUTH CAROLINA | 81 | $437K |
| Dental | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | 87 | $37K |
| Vision | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 81 | $5K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 104 | $55K |
| Short-term disability(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 104 | $93K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 104 | $55K |
| Prescription drug | BLUECORSS BLUESHIELD OF SOUTH CAROLINA | 81 | $437K |
| Other(2 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 104 | $93K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 104 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.