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Sponsor portfolioWelfare / HealthEIN 26-1960517
SOUTHERN MEDICAL MANAGEMENT, LLC
2214 OLD CHEROKEE ROAD · LEXINGTON, SC 29072
8035209380
- Plans filed
- 1
- Years active
- 2023–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$524K
No prior year
Persons covered
157
No prior year
Total participants
213
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $321K | 60.9% | |
| Dental | $76K | 14.5% | |
| Other | $62K | 11.8% | |
| Long-term disability | $35K | 6.7% | |
| Short-term disability | $30K | 5.7% | |
| Life | $2K | 0.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 916034263 | SL | $321K | 61.1% | 1 | 1 | 93 |
EIN 470322111 | DLSTDLTDOth | $151K | 28.8% | 1 | 5 | 157 |
EIN 570144607 | Oth | $53K | 10.1% | 1 | 1 | 61 |
Broker overview
27 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PARRISH & GWINN INSURANCE GROUP LLC | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $18K | $0 | $18K | 65.1% | 1 |
| CALDWELL TRUST COMPANY | LEXINGTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $527 | $3K | 9.7% | 1 |
| THE CLARK GROUP OF SC | LAURENS, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $928 | $2K | $2K | 9.0% | 1 |
| TRAN B HUYEN-KEODARA | LEXINGTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $595 | $73 | $668 | 2.5% | 1 |
| ALICE RYAN STRIBLING | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $488 | $132 | $620 | 2.3% | 1 |
| ADVANCED BENEFIT SYSTEM INC | DANIEL ISLAND, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $320 | $220 | $540 | 2.0% | 1 |
| FULCRUM RISK SOLUTIONS | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $516 | $0 | $516 | 1.9% | 1 |
| AMY E COHEN | BOCA RATON, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $431 | $61 | $492 | 1.8% | 1 |
| SHERRON HOPPER | IRMO, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $397 | $0 | $397 | 1.5% | 1 |
| BROOKE HARMON | POMARIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $189 | $80 | $269 | 1.0% | 1 |
| BROOKE HARMON & ASSOCIATES LLC | POMARIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $176 | $62 | $238 | 0.9% | 1 |
| PEACOCK FINANCIALS INC | SUNRISE, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $65 | $146 | $211 | 0.8% | 1 |
| USI INSURANCE SERVICES LLC | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $95 | $0 | $95 | 0.4% | 1 |
| PAMELA E JONES | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $93 | $0 | $93 | 0.3% | 1 |
| BRYCE WILLIAM SMITH | CHARLOTTE, NC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $0 | $60 | 0.2% | 1 |
| BROWN & BROWN INSURANCE SERVICES | LEXINGTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $49 | $0 | $49 | 0.2% | 1 |
| JASON PAUL CAMPBELL | CHARLOTTE, NC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $42 | $4 | $46 | 0.2% | 1 |
| KIMBERLY ANN SHARPE | IRMO, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $40 | $2 | $42 | 0.2% | 1 |
| SANDRA J RUNION | LEXINGTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.0% | 1 |
| TERRY J SILVERS | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.0% | 1 |
| THE ADAMSON GROUP INC | CHAPIN, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 1 |
| SANDUSKY INC | LEXINGTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 1 |
| KAREN TOBIAS | MURFREEBORO, TN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 1 |
| JACKIE SMALLS | LEXINGTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
| PALMETTO BENEFIT SOLUTIONS LLC | NORTH CHARLESTON, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 1 |
| ENROLLEASE | DENVER, NC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 1 |
| MAYNARD BENEFITS GRP INC | LITTLE RIVER, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
History & trajectory
2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan