| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 | 2 PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | SUN LIFE ASSURANCE COMPANY OF CANADA | $10K | $0 | $10K | 4.60% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DR GREENVILLE, SC 29607 | SUN LIFE ASSURANCE COMPANY OF CANADA | $2K | $0 | $2K | 0.82% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SEVICES INC | 2 PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 8.74% |
| MARSH & MCLENNAN AGENCY LLC3 | 870 S PLEASANTBURG DR GREENVILLE, SC 29607 | SUN LIFE ASSURANCE COMPANY OF CANADA | $11K | $0 | $11K | 6.50% |
| LTC BENEFITS INC3 | PO BOX 21507 COLUMBIA, SC 29221 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 14.09% |
| THE BENEFIT COMPANY INC3 | PO OX 211486 COLUMBIA, SC 29221 | ALLSTATE | $3K | $0 | $3K | 9.34% |
| BENEFIT CONTROLS OF THE MIDLANDS3 Filed as: BENEFIT CONTROLS OF SC INC | PO BOX 6608 GREENVILLE, SC 29606 | ALLSTATE | $222 | $0 | $222 | 0.83% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SVCS INC | 115 CENTRAL ISLAND ST SUITE 100 CHARLESTON, SC 29492 | ALLSTATE | $78 | $0 | $78 | 0.29% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH & MCLENNAN AGCY LLC | PO BOX 5145 GREENVILLE, SC 29606 | ALLSTATE | $49 | $0 | $49 | 0.18% |
| THE CASON GROUP INC3 Filed as: THE CASON GROUP | PO BOX 11229 COLUMBIA, SC 29211 | ALLSTATE | $3 | $0 | $3 | 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 | 229 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 235 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | BLUECHOICE HEALTHPLAN | 197 | $2.2M |
| Dental | SUN LIFE ASSURANCE COMPANY OF CANADA | 198 | $220K |
| Vision | BLUECHOICE HEALTHPLAN | 197 | $2.2M |
| Life insurance(2 contracts) | SUN LIFE ASSURANCE COMPANY OF CANADA | 221 | $386K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 221 | $166K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 221 | $166K |
| Prescription drug | BLUECHOICE HEALTHPLAN | 197 | $2.2M |
| Other(3 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 221 | $416K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 221 | — |
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.