Fundz
Fundz
Benefits Intelligence/Broker Directory/South Carolina

Donna L Matthews

Rock Hill, SC

Donna L Matthews of Rock Hill, SC is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $4,647 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$4,647
plan year 2025
Reported fees
$179

Employer clients

Plan sponsors naming Donna L Matthews 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 Sunshine House, Inc.SC5162025-12-31
The Sunshine House, Inc.SC4622024-12-31
New Hope Treatment CentersSC3762024-12-31
1 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in South Carolina

The Cason Group IncThe Benefit Company IncUnited Producers Group LLCBenefitstore IncMarsh & Mclennan Agency LLCMcgriff Insurance Services IncAdvanced Benefit System IncShealy Benefits Services, Inc.

All brokers in South Carolina →

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.