| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| REMEDY ADVISORS LLC3 | 4711 ALLISON CREEK ROAD YORK, SC 29745 | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | $68K | — | $68K | 2.24% |
| REMEDY ADVISORS LLC3 Filed as: REMEDY ADVISORS, LLC | 4711 ALLISON CREEK ROAD YORK, SC 29745 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $32K | — | $32K | 15.19% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION STREET COLUMBIA, SC 29201 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11K | $7K | $18K | 8.44% |
| REMEDY ADVISORS LLC3 | 4711 ALISON CREEK ROAD YORK, SC 29745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42K | — | $42K | 26.22% |
| DAVID MASON DOKELL3 | 159 BEACON DRIVE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $24K | $13K | $38K | 23.66% |
| DEBORAH FORD WILSON3 | 8219 QUAIL HOLLOW DRIVE HARRISBURG, NC 28075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $10K | $1K | $12K | 7.37% |
| PETER MICHAEL FOLEY JR3 | 150 PAMPLICO LANE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $1K | $6K | 4.06% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK ROAD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $789 | $4K | 2.36% |
| CEDORA B LEVINER3 | PO BOX 758 KANNAPOLIS, NC 28082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $121 | $4K | 2.25% |
| TONI E STEED LLC3 | 11218 WARFIELD AVENUE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $362 | $2K | 1.55% |
| ERIKA ROBERTS-POE3 | 2145 STONE PILE DRIVE SOUTHWEST CONCORD, NC 28025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $290 | $2K | 1.34% |
| LYNNETTE J MONROE3 | 3 JAHUE COURT IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION STREET COLUMBIA, SC 29201 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $5K | $12K | 8.91% |
| REMEDY ADVISORS LLC3 Filed as: REMEDY ADVISORS, LLC | 4711 ALLISON CREED ROAD YORK, SC 29745 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | — | $8K | 5.94% |
| JOSEPH HALL3 | 3530 TORINGDON WAY SUITE 100 CHARLOTTE, NC 28277 | METROPOLITAN LIFE INSURANCE COMPANY | $5K | — | $5K | 7.18% |
| GIS BENEFITS INC3 | 422 WAUPONSEE STREET MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $637 | $3K | 4.88% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS3 | PO BOX 9201 AUSTIN, TX 78766 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $517 | $2K | 3.11% |
| FULCRUM RISK SOLUTIONS3 Filed as: FULCRUM RISK SOLUTION | 132 WESTPARK BOULEVARD COLUMBIA, SC 29210 | METROPOLITAN LIFE INSURANCE COMPANY | $447 | — | $447 | 0.67% |
| REMEDY ADVISORS LLC3 Filed as: REMEDY ADVISORS, LLC | 4711 ALLISON CREEK ROAD YORK, SC 29745 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $10K | — | $10K | 15.32% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION STREET COLUMBIA, SC 29201 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $3K | $6K | 9.00% |
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 | 575 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 587 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | 382 | $3.0M |
| Dental | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | 382 | $3.0M |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,008 | $66K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 575 | $194K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 299 | $212K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 575 | $343K |
| Prescription drug | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | 382 | $3.0M |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 575 | $354K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,008 | — |
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.