| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| SUSAN E CROCKER INC3 | 2131 WOODRUFF RD SUITE 2100-349 GREENVILLE, SC 29607 | AMERICAN UNITED LIFE INSURANCE COMPANY | $13K | $8K | $21K | 13.45% |
| SUSAN E CROCKER INC3 | 2131 WOODRUFF RD GREENVILLE, SC 29607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 13.87% |
| ROBERT P HARLING SR3 Filed as: ROBERT FIACCO | 337 PRADO WAY GREENVILLE, SC 29607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $267 | $437 | $704 | 5.24% |
| PAUL JOEL CLARK3 | 122 CARISSA COURT GREER, SC 29650 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $473 | — | $473 | 3.52% |
| AMANDA DECKER3 | 405 JUNALUSKA WAY GREENVILLE, SC 29609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $423 | — | $423 | 3.15% |
| ADVANCED BENEFIT SYSTEM INC3 | 1301 GERVAIS STREET COLUMBIA, SC 29201 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $176 | $204 | $380 | 2.83% |
| CAMBRIDGE FINANCIAL & INSURANCE GRO3 | 203 MILLSTONE WAY SIMPSONVILLE, SC 29681 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $135 | $41 | $176 | 1.31% |
| DONNA L ROBINSON3 | 11 ARMSDALE DR TAYLORS, SC 29687 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $83 | $23 | $106 | 0.79% |
| STEVEN P MOORE3 | 500 BEAR DR GREENVILLE, SC 29605 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $92 | $2 | $94 | 0.70% |
| GRACE V NEAD3 | 1015 STATE PARK RD GREENVILLE, SC 29609 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $2 | $56 | 0.42% |
| JANICE A SMITH3 | 112 FRIESIAN CT PELZER, SC 29669 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $43 | $11 | $54 | 0.40% |
| ANNA ELIZABETH BURKE3 | 724 SHEFWOOD DRIVE EASLEY, SC 29642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.16% |
| MATTHEW WILLIAM ROBINSON3 | 11 ARMSDALE DRIVE TAYLORS, SC 29687 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 0.05% |
| JENNIFER ARRINGTON3 | 107 BELLVIEW DRIVE TAYLORS, SC 29687 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.04% |
| C AND C BENEFIT COMMUNICATIONS3 | 122 DUPONT DR GREENVILLE, SC 29607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.04% |
| DEBORAH ANN ROYER3 | 124 CANTERFIELD ROAD COLUMBIA, SC 29212 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | — | $2 | 0.01% |
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 | 212 | 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) | 212 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 172 | $1.5M |
| Dental | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 156 | $110K |
| Vision | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 172 | $16K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 187 | $154K |
| Short-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 187 | $154K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 187 | $154K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 172 | $1.5M |
| Other | AMERICAN UNITED LIFE INSURANCE COMPANY | 187 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 187 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.