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Sponsor portfolioWelfare / HealthEIN 57-0857357

KEY WEST BOATS

PO BOX 399 · RIDGEVILLE, SC 29472
8438730112
Plans filed
1
Years active
2017–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
438
No prior year
Total participants
438
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.6M
KEY WEST BOATS EMPLOYEE BENEFIT PLAN
Fully insured438 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M34.6%
Prescription drug$2.3M34.6%
Dental$338K5.1%
Vision$338K5.1%
Life$338K5.1%
Short-term disability$338K5.1%
Long-term disability$338K5.1%
Other$338K5.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 570287419
HRx
$2.3M87.1%11264
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$338K12.9%11438

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
J. SAM PLEXICO & ASSOCIATESBARNWELL, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$91K$0$91K62.3%1
SOUTHEASTERN INSURANCE CONSULTANTSIRMO, SCGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$38K$0$38K26.1%1
JAMES R NELLIGAN & ASSOCIATES LLCALBANY, NYGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$17K$0$17K11.6%1

History & trajectory

9 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
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