| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | ENDEAVOUR INSURANCE SERVICES POST OFFICE BOX 198 GREER, SC 29652 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $36K | — | $36K | 3.80% |
| THE BENEFIT COMPANY, INCORPORATED3 | POST OFFICE BOX 211486 COLUMBIA, SC 29221 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $22 | — | $22 | 0.00% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA L | DBA ENDEAVOR INSURANCE SERVICES GREER, SC 29651 | DELTA DENTAL OF MISSOURI | $6K | — | $6K | 5.48% |
| PLANSOURCE BENEFITS ADMINISTRATION3 Filed as: PLANSOURCE BENEFITS ADMINSTRATIO | 101 S GARLAND AVE STE 203 ORLANDO, FL 32801 | DELTA DENTAL OF MISSOURI | $898 | — | $898 | 0.83% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA, | LLC PO BOX 198 GREER, SC 29652 | SUN LIFE ASSURANCE COMPANY OF CANADA | $9K | — | $9K | 12.86% |
| STHEALTH BENEFIT SOLUTIONS LLC3 | DBA STEALTH PARTNER GROUP 18940 N PIMA ROAD, SUITE 210 SCOTTSDALE, AZ 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | $3K | — | $3K | 4.74% |
| ENDEAVOR INSURANCE SERVICES, INC.3 Filed as: ENDEAVOR EMPLOYER SERVICES, INC. | PO BOX 198 GREER, SC 296520198 | VISION SERVICE PLAN | $994 | — | $994 | 5.86% |
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 | 509 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 510 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 409 | $955K |
| Dental | DELTA DENTAL OF MISSOURI | 729 | $108K |
| Vision | VISION SERVICE PLAN | 354 | $17K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 510 | $73K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 510 | $73K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 510 | $73K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 409 | $955K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 510 | $73K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 729 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.