PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BREEZE MANAGEMENT ASSOCIATES, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 57-1089208

BREEZE MANAGEMENT ASSOCIATES, LLC

995 BULLS BAY BOULEVARD · AWENDAW, SC 29429
8438812223
Plans filed
1
Years active
2023–2026
Industry
NAICS 71
Latest filing
2026
Total premiums (latest)
$1.2M
No prior year
Persons covered
118
No prior year
Total participants
130
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
BREEZE MANAGEMENT WELFARE BENEFITS PLAN
Fully insured118 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF SOUTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M23.5%
Dental$1.1M23.5%
Vision$1.1M23.5%
Prescription drug$1.1M23.5%
Other$77K1.7%
Life$69K1.5%
Short-term disability$69K1.5%
Long-term disability$69K1.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 570287419
HRxDV
$1.1M93.4%1190
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$69K5.9%11118
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 571089208
Oth
$8K0.7%1121

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
299 CORBIN M WIMBERLYAWENDAW, SCBLUECROSS BLUESHIELD OF SOUTH CAROLINA$30K$0$30K52.2%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF SOUTH CAROLINA$18K$4K$22K39.1%1
UNKNOWNAWENDAW, SCWELLFLEET INSURANCE COMPANY$4K$0$4K7.2%1
ASSUREDPARTNERSELMWOOD PARK, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$824$8241.5%1

History & trajectory

4 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica