| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BLUECHOICE HEALTH PLAN3 Filed as: BLUECHOICE HEALTHPLAN | PO BOX 6170 COLUMBIA, SC 292606170 | BLUECHOICE HEALTHPLAN | $41K | — | $41K | 3.80% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: SOUTH RISK MANAGEMENT LLC | 2711 MIDDLEBURG DR STE 304 COLUMBIA, SC 29204 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 4.91% |
| ENROLLEASE3 Filed as: CLARKE AND CO BENEFITS | PO BOX 5672 COLUMBIA, SC 29250 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 4.15% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: SOUTH RISK MANAGEMENT LLC | 2711 MIDDLEBURG DR STE 304 COLUMBIA, SC 29204 | STANDARD INSURANCE COMPANY | $3K | — | $3K | 7.59% |
| ENROLLEASE3 Filed as: CLARKE AND CO BENEFITS LLC | PO BOX 5672 COLUMBIA, SC 29250 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 6.67% |
| THE BENEFIT COMPANY INC3 | PO BOX 211486 SUITE 200 COLUMBIA, SC 29221 | STANDARD INSURANCE COMPANY | — | $38 | $38 | 0.10% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: SOUTH RISK MANAGEMENT LLC | 3822 MIDDLEBURG DR STE 304 COLUMBIA, SC 29204 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 7.29% |
| ENROLLEASE3 Filed as: CLARKE AND CO BENEFITS LLC | PO BOX 5672 COLUMBIA, SC 29250 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 6.26% |
| ENROLLEASE3 Filed as: CLARKE AND CO BENEFITS LLC | PO BOX 5672 COLUMBIA, SC 29250 | PHYSICIANS EYECARE PLAN | $470 | — | $470 | 5.16% |
| CROWN RISK MANAGEMENT, LLC3 Filed as: SOUTH RISK MANAGEMENT LLC | 2711 MIDDLEBURG DR STE 304 COLUMBIA, SC 29204 | PHYSICIANS EYECARE PLAN | $432 | — | $432 | 4.75% |
| PROPEL INSURANCE3 Filed as: PROPEL | 2711 MIDDLEBURG DR STE 301 COLUMBIA, SC 29204 | PHYSICIANS EYECARE PLAN | $9 | — | $9 | 0.10% |
| MARY JONES3 | 2387 HARBOR VIEW RD CAMDEN, SC 29020 | AFLAC | $59 | — | $59 | 3.40% |
| JOLENE MARCHANT3 | 1706 RIVIERA DR WEST COLUMBIA, SC 29169 | AFLAC | $52 | — | $52 | 3.00% |
| STEPHEN LEE3 | 3511 S CAMERON AVE TYLER, TX 75701 | AFLAC | $41 | — | $41 | 2.37% |
| ENTERPRISE GENERAL INS AGENCY3 | 300 DAVIDSON AVE 1ST FLR EAST WING SOMERSET, NJ 08873 | AFLAC | $32 | — | $32 | 1.85% |
| IRVING BRANHAM3 | PO BOX 111 CAMDEN, SC 29021 | AFLAC | $11 | — | $11 | 0.63% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: ROGER BROWN | 355 SCOTT FARM DRIVE POWDER SPRINGS, GA 30127 | AFLAC | $11 | — | $11 | 0.63% |
| RONALD C TRULUCK3 | 1934 PANTHEON DR WINTER GARDEN, FL 34787 | AFLAC | $4 | — | $4 | 0.23% |
| DENNIS A SZCZESNY3 Filed as: DENNIS SZCZESNY | 15460 ALSASK CIR PORT CHARLOTTE, FL 33981 | AFLAC | $3 | — | $3 | 0.17% |
| DEBORAH B SMITH3 | 5703 BRYNWOOD CIR NW ACWORTH, GA 30101 | AFLAC | $2 | — | $2 | 0.12% |
| DAVID TATE3 | 701 SIMPSON ST GREENSBORO, NC 27401 | AFLAC | $2 | — | $2 | 0.12% |
| A TODD THOMAS3 | 3559 BALLENGER RD GREER, SC 29651 | AFLAC | $2 | — | $2 | 0.12% |
| TRULUCK & ASSOCIATES INC3 | 1934 PANTHEON DR WINTER GARDEN, FL 34788 | AFLAC | $1 | — | $1 | 0.06% |
| MAYNARD BENEFITS GRP INC3 Filed as: MAYNARD BENEFITS GROUP | 3701 ON DECK CIRCLE LITTLE RIVER, SC 29566 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 2.37% |
| THE ADAMSON GROUP INC3 | 344 SUMMERSET DRIVE CHAPIN, SC 29036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 1.19% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.17% |
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 | 234 | 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) | 234 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECHOICE HEALTHPLAN | 123 | $1.1M |
| Dental | STANDARD INSURANCE COMPANY | 124 | $60K |
| Vision(2 contracts, 2 carriers) | BLUECHOICE HEALTHPLAN | 123 | $1.1M |
| Life insurance | STANDARD INSURANCE COMPANY | 234 | $37K |
| Long-term disability | STANDARD INSURANCE COMPANY | 170 | $33K |
| Other(2 contracts, 2 carriers) | AFLAC | 5 | $2K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 234 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.