PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. STEVENSON-WEIR/SOUTHERN, 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 87-1327110

STEVENSON-WEIR/SOUTHERN, LLC

1523 SOUTH ANDERSON ROAD · ROCK HILL, SC 29730
8033244455
Plans filed
2
Years active
2021–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$737K
No prior year
Persons covered
450
No prior year
Total participants
427
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$374K
STEVENSON-WEIR/SOUTHERN, LLC GROUP INSURANCE PLAN
Mixed288 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$363K
STEVENSON-WEIR/SOUTHERN, LLC EMPLOYEE BENEFITS PLAN
Self-funded162 covered·2 carriers
Primary: CRUM & FORSTER

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$363K48.6%
Other$355K47.6%
Vision$19K2.5%
Life$10K1.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED STATES FIRE INSURANCE COMPANY
EIN 221964315
SL
$337K45.7%11162
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$299K40.6%17264
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$56K7.6%1150
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 521996029
SL
$26K3.5%11132
COMMUNITY EYE CARE
EIN 562109225
V
$19K2.5%11288

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ECM BENEFITS LLCCHARLOTTE, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, COMMUNITY EYE CARE$51K$1K$52K70.2%1
SHEALY BENEFITS SERVICES INCLEXINGTON, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$480$19K$20K26.6%1
GIBSON INSURANCE AGENCY, INC.COLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K1.4%1
PAUL STANLEY JRNORTH CHARLESTON, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$943$0$9431.3%1
ADVANCED BENEFIT SYSTEM INCDANIEL ISLAND, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$142$0$1420.2%1
THE CLARK GROUP OF SCLAURENS, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$91$0$910.1%1
WILLIAM KRAMERBLYTHEWOOD, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$78$0$780.1%1
ALICE RYAN STRIBLINGCOLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$33$0$330.0%1
MARK PAGEWILMINGTON, NCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$22$0$220.0%1

History & trajectory

5 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