| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | PO BOX 198 GREER, SC 29652 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $90K | $0 | $90K | 1.95% |
| USI INSURANCE SERVICES LLC3 | 176 CROGHAN SPUR ROAD, SUITE 300 CHARLESTON, SC 29407 | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $20K | $0 | $20K | 0.44% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | PO BOX 198 GREER, SC 29652 | DELTA DENTAL OF MISSOURI | $17K | $892 | $18K | 4.67% |
| PLANSOURCE BENEFITS ADMINISTRATION3 | 101 SOUTH GARLAND AVENUE, SUITE 203 ORLANDO, FL 32801 | DELTA DENTAL OF MISSOURI | $7K | $0 | $7K | 1.96% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | DELTA DENTAL OF MISSOURI | $3K | $0 | $3K | 0.73% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | 218 TRADE STREET, SUITE G GREER, SC 29651 | SUN LIFE ASSURANCE COMPANY OF CANADA | $22K | $0 | $22K | 6.09% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 18940 NORTH PIMA ROAD, SUITE 210 SCOTTSDALE, AZ 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | $15K | $0 | $15K | 4.06% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP, LLC | 9375 EAST SHEA BOULEVARD, SUITE 205 SCOTTSDALE, AZ 85260 | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $5K | $5K | 1.36% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62889 VIRGINIA BEACH, VA 23466 | SUN LIFE ASSURANCE COMPANY OF CANADA | $5K | $0 | $5K | 1.32% |
| HILB GROUP OF NEW ENGLAND3 Filed as: THE HILB GROUP OF SOUTH CAROLINA | PO BOX 198 GREER, SC 29652 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $24K | $0 | $24K | 27.41% |
| THE BENEFIT COMPANY INC3 Filed as: THE BENEFIT COMPANY, INC. | PO BOX 211486 COLUMBIA, SC 29221 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.73% |
| ENDEAVOR INSURANCE SERVICES, INC.3 Filed as: ENDEAVOR EMPLOYER SERVICES, INC. | PO BOX 198 GREER, SC 29652 | VISION SERVICE PLAN | $7K | $0 | $7K | 9.87% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | VISION SERVICE PLAN | $621 | $0 | $621 | 0.88% |
| USI INSURANCE SERVICES LLC3 | PO BOX 62819 VIRGINIA BEACH, VA 23466 | METLIFE LEGAL PLANS | $380 | $57 | $437 | 11.56% |
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 | 884 | 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) | 884 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 671 | $4.6M |
| Dental | DELTA DENTAL OF MISSOURI | 1,113 | $380K |
| Vision | VISION SERVICE PLAN | 695 | $71K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 884 | $366K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 884 | $366K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 884 | $366K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | 671 | $4.6M |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 884 | $459K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,113 | — |
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."
No prospect flags tripped on this filing.