How many employer clients does Cason Group, Inc. have?

Cason Group, Inc. is named as broker on Form 5500 Schedule A filings for 58 distinct plan sponsors in 17 states.

Who are Cason Group, Inc.'s largest employer clients?

By plan participants, the largest include Bond Veterinary, Inc. (720 participants), Pf Carrus Services, LLC (711 participants) and Ohio Northern University (458 participants).

How much does Cason Group, Inc. earn in commissions?

Insurers reported $107,363 in broker commissions and $361,061 in fees paid to Cason Group, Inc. for plan year 2025, per Schedule A Part 1.

Where is Cason Group, Inc. located?

Cason Group, Inc. is based in Columbia, SC and has employer clients in 17 states.

How does Cason Group, Inc. rank among benefits brokers in South Carolina?

Cason Group, Inc. ranks #9 by employer clients among the 50 most active benefits brokers based in South Carolina.

Benefits Intelligence/Broker Directory/South Carolina

Cason Group, Inc.

Columbia, SC

Cason Group, Inc. of Columbia, SC is the broker of record on 66 Form 5500 Schedule A filings covering 58 employer benefit plans across 17 states, with $107,363 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$107,363

plan year 2025

Reported fees

$361,061

Quick answer

Cason Group, Inc. (Columbia, SC) is the broker of record for 58 employer benefit plan sponsors on 66 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cason Group, Inc. have?: Cason Group, Inc. is named as broker on Form 5500 Schedule A filings for 58 distinct plan sponsors in 17 states.
Who are Cason Group, Inc.'s largest employer clients?: By plan participants, the largest include Bond Veterinary, Inc. (720 participants), Pf Carrus Services, LLC (711 participants) and Ohio Northern University (458 participants).
How much does Cason Group, Inc. earn in commissions?: Insurers reported $107,363 in broker commissions and $361,061 in fees paid to Cason Group, Inc. for plan year 2025, per Schedule A Part 1.
Where is Cason Group, Inc. located?: Cason Group, Inc. is based in Columbia, SC and has employer clients in 17 states.
How does Cason Group, Inc. rank among benefits brokers in South Carolina?: Cason Group, Inc. ranks #9 by employer clients among the 50 most active benefits brokers based in South Carolina.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cason Group, Inc. 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
Bond Veterinary, Inc.	NY	720	2025-12-31
Pf Carrus Services, LLC	GA	711	2024-12-31
Ohio Northern University	OH	458	2024-12-31

55 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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Other benefits brokers in South Carolina

The Cason Group Inc: 662 employer clients, $9,378,030 reported commissions (Columbia)
The Benefit Company Inc: 195 employer clients, $3,037,007 reported commissions (Columbia)
Benefitstore Inc: 125 employer clients, $6,731,112 reported commissions (Charleston)
United Producers Group LLC: 155 employer clients, $1,130,644 reported commissions (Mount Pleasant)
Various - See Attached: 97 employer clients, $1,916,854 reported commissions (Columbia)
Various Agents-See Attached: 92 employer clients, $2,430,546 reported commissions (Columbia)
Advanced Benefit System Inc: 75 employer clients, $56,408 reported commissions (Daniel Island)
Shealy Benefits Services, Inc.: 63 employer clients, $190,504 reported commissions (Lexington)

All brokers in South Carolina →

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.