| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE CASON GROUP INC3 Filed as: THE CASON GROUP INCORPORATED | 1612 MARION STREET SUITE 2 COLUMBIA, SC 29201 | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | $41K | — | $41K | 1.42% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | $14K | — | $14K | 0.49% |
| REMEDY ADVISORS LLC3 | 4711 ALLISON CREEK ROAD YORK, SC 29745 | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | -$5K | — | -$5K | -0.18% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP INCORPORATED | 1612 MARION STREET SUITE 2 COLUMBIA, SC 29201 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $16K | — | $16K | 6.79% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES | 2850 GOLF ROAD ROLLING MEADOWS, IL 60008 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $6K | — | $6K | 2.41% |
| SCMA FINANCIAL SERVICES3 | 132 WESTPARK BOULEVARD COLUMBIA, SC 29210 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $23K | $1K | $24K | 11.00% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION STREET COLUMBIA, SC 29201 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9K | — | $9K | 3.87% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SVCS INC | TWO PIERCE PLACE 21ST FLOOR ITASCA, IL 60143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | — | $7K | 3.39% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 WEST GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $625 | $625 | 0.28% |
| FULCRUM RISK SOLUTIONS3 | 132 WESTPARK BOULEVARD COLUMBIA, SC 29210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17K | $729 | $18K | 13.21% |
| DAVID MASON DOKELL3 | 159 BEACON DRIVE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7K | $832 | $8K | 6.03% |
| DEBORAH FORD WILSON3 | 8219 QUAIL HOLLOW DRIVE HARRISBURG, NC 28075 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 3.73% |
| CARLA PETRINA WILSON3 | 933 OAK STREET MORRESVILLE, NC 28115 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $4 | $4K | 3.17% |
| PETER MICHAEL FOLEY JR3 Filed as: PETER MICAEL FOLEY JR | 150 PAMPLICO LANE MOORESVILLE, NC 28117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $593 | $3K | 2.21% |
| THE CLARK GROUP OF SC3 | 589 WINMERE DRIVE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $408 | $582 | $990 | 0.72% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6525 MORRISON BOULEVARD CHARLOTTE, NC 28211 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $830 | $40 | $870 | 0.63% |
| REMEDY ADVISORS LLC3 | 4711 ALLISON CREEK ROAD YORK, SC 29745 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $531 | — | $531 | 0.39% |
| ADVANCED BENEFIT SYSTEM INC3 | 145 RIVER LANDING DRIVE DANIEL ISLAND, SC 29492 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $142 | $247 | $389 | 0.28% |
| CEDORA B LEVINER3 | PO BOX 758 KANNAPOLIS, NC 28082 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $284 | $3 | $287 | 0.21% |
| GLENN ZIMMERMAN INC3 | 1510 HIGH ROCK ROAD GIBSONVILLE, NC 27249 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $117 | — | $117 | 0.09% |
| PATRICIA L CARON3 | 7 AVENIDA VISTA GRANDE SANTA FE, NM 87508 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $100 | — | $100 | 0.07% |
| TONI E STEED LLC3 | 11218 WARFIELD AVENUE HUNTERSVILLE, NC 28078 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $97 | — | $97 | 0.07% |
| ARTHUR WAYNE JORDAN JR3 | 514 OAKWOOD AVENUE RALEIGH, NC 27601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $48 | $28 | $76 | 0.06% |
| ERIKA ROBERTS-POE3 | 2146 STONE PILE DRIVE SOUTHWEST CONCORD, NC 28025 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $17 | — | $17 | 0.01% |
| SANDRA J RUNION3 | 104 SIR EDWARDS LANE LEXINGTON, SC 29072 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | — | $13 | 0.01% |
| BENEFITS COUNT INC3 Filed as: BENEFITS COUNT II INC | 1401 CHRISTIMAS COURT RALEIGH, NC 27604 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $8 | $5 | $13 | 0.01% |
| JACQUELINE G THOMAS3 | 1530 KELLEN WAY COURT CHARLOTTE, NC 28210 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| BRYCE WILLIAM SMITH3 | 4212 AUDUBON PARK DRIVE CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| JASON PAUL CAMPBELL3 | 1816 PIEDMOND HILLS PLACE CHARLOTTE, NC 28217 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| LYNN GARRETT3 | 900 CAROLINA AVENUE DURHAM, NC 27705 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| APRIL M HAIRSTON3 | PO BOX 480962 CHARLOTTE, NC 28269 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SHERRON HOPPER3 | 216 WHISPERING MEADOW LANE IRMO, SC 29063 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| SCMA FINANCIAL SERVICES3 | 132 WESTPARK BOULEVARD COLUMBIA, SC 29210 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7K | $614 | $7K | 6.02% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION STREET COLUMBIA, SC 29201 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | — | $5K | 3.85% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SVCS INC | TWO PIERCE PLACE 21ST FLOOR ITASCA, IL 60143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $681 | — | $681 | 0.58% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 WEST GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $342 | $342 | 0.29% |
| SCMA FINANCIAL SERVICES3 | 132 WESTPARK BOULEVARD COLUMBIA, SC 29210 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8K | $400 | $8K | 11.12% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP LLC | 1612 MARION STREET COLUMBIA, SC 29201 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 3.90% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGER BENEFIT SVCS INC | TWO PIERCE PLACE 21ST FLOOR ITASCA, IL 60143 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 3.30% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 WEST GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $208 | $208 | 0.28% |
| SCMA FINANCIAL SERVICES3 | 132 WESTPARK BOULEVARD COLUMBIA, SC 29210 | STARMOUNT LIFE INSURANCE COMPANY | $3K | $245 | $3K | 7.59% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SVCS | TWO PIERCE PLACE 21ST FLOOR ITASCA, IL 60143 | STARMOUNT LIFE INSURANCE COMPANY | $900 | — | $900 | 2.28% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 WEST GOLF ROAD 11TH FLOOR ROLLING MEADOWS, IL 60008 | STARMOUNT LIFE INSURANCE COMPANY | — | $113 | $113 | 0.29% |
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 | 552 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 555 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | 347 | $2.9M |
| Dental | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 340 | $240K |
| Vision | STARMOUNT LIFE INSURANCE COMPANY | 338 | $39K |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 552 | $194K |
| Short-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 322 | $221K |
| Long-term disability(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 552 | $340K |
| Prescription drug | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | 347 | $2.9M |
| Other(3 contracts, 2 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 552 | $331K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 552 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.