How many employer clients does Donna L Matthews have?

Donna L Matthews is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.

Who are Donna L Matthews's largest employer clients?

By plan participants, the largest include The Sunshine House, Inc. (516 participants), New Hope Treatment Centers (289 participants) and Family Trust Fcu (146 participants).

How much does Donna L Matthews earn in commissions?

Insurers reported $4,647 in broker commissions and $179 in fees paid to Donna L Matthews for plan year 2025, per Schedule A Part 1.

Where is Donna L Matthews located?

Donna L Matthews is based in Rock Hill, SC and has employer clients in 2 states.

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

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$4,647

plan year 2025

Reported fees

$179

Quick answer

Donna L Matthews (Rock Hill, 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 Donna L Matthews have?: Donna L Matthews is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Donna L Matthews's largest employer clients?: By plan participants, the largest include The Sunshine House, Inc. (516 participants), New Hope Treatment Centers (289 participants) and Family Trust Fcu (146 participants).
How much does Donna L Matthews earn in commissions?: Insurers reported $4,647 in broker commissions and $179 in fees paid to Donna L Matthews for plan year 2025, per Schedule A Part 1.
Where is Donna L Matthews located?: Donna L Matthews is based in Rock Hill, SC and has employer clients in 2 states.

Source: Fundz verified event record.

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.

Employer	State	Participants	Plan year end
The Sunshine House, Inc.	SC	516	2025-12-31
New Hope Treatment Centers	SC	289	2025-12-31
Family Trust Fcu	SC	146	2021-12-31

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.