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Benefits Intelligence/Broker Directory/South Carolina

Beth Joan Mitchell

North Charleston, SC

Beth Joan Mitchell of North Charleston, SC is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $1,741 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$1,741
plan year 2025
Reported fees
$515

Quick answer

Beth Joan Mitchell (North Charleston, SC) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Beth Joan Mitchell have?
Beth Joan Mitchell is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Beth Joan Mitchell's largest employer clients?
By plan participants, the largest include The Loomis Company (249 participants), Lowcountry Grocers, LLC (176 participants) and Atlantic Electric, LLC (176 participants).
How much does Beth Joan Mitchell earn in commissions?
Insurers reported $1,741 in broker commissions and $515 in fees paid to Beth Joan Mitchell for plan year 2025, per Schedule A Part 1.
Where is Beth Joan Mitchell located?
Beth Joan Mitchell is based in North Charleston, SC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Beth Joan Mitchell on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
The Loomis CompanyPA2492025-02-28
Lowcountry Grocers, LLCSC1762025-12-31
Atlantic Electric, LLCSC1762026-03-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.