How many employer clients does Caldwell Trust Company have?

Caldwell Trust Company is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.

Who are Caldwell Trust Company's largest employer clients?

By plan participants, the largest include Lexington Health Inc. (4,524 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,673 participants) and Babcock Center Inc. (328 participants).

How much does Caldwell Trust Company earn in commissions?

Insurers reported $31,463 in broker commissions and $4,146 in fees paid to Caldwell Trust Company for plan year 2025, per Schedule A Part 1.

Where is Caldwell Trust Company located?

Caldwell Trust Company is based in Lexington, SC and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/South Carolina

Caldwell Trust Company

Lexington, SC

Caldwell Trust Company of Lexington, SC is the broker of record on 9 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $31,463 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$31,463

plan year 2025

Reported fees

$4,146

Quick answer

Caldwell Trust Company (Lexington, SC) is the broker of record for 8 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Caldwell Trust Company have?: Caldwell Trust Company is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are Caldwell Trust Company's largest employer clients?: By plan participants, the largest include Lexington Health Inc. (4,524 participants), W. G. Yates & Sons Construction Company & Affiliated Companies (1,673 participants) and Babcock Center Inc. (328 participants).
How much does Caldwell Trust Company earn in commissions?: Insurers reported $31,463 in broker commissions and $4,146 in fees paid to Caldwell Trust Company for plan year 2025, per Schedule A Part 1.
Where is Caldwell Trust Company located?: Caldwell Trust Company is based in Lexington, SC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

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

Employer	State	Participants	Plan year end
Lexington Health Inc.	SC	4,524	2025-12-31
W. G. Yates & Sons Construction Company & Affiliated Companies	MS	1,673	2024-12-31
Babcock Center Inc.	SC	328	2025-03-31

5 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.