Fundz
Fundz
Benefits Intelligence/Broker Directory/South Carolina

Jeffcoat & Jeffcoat Insurance

Lexington, SC

Jeffcoat & Jeffcoat Insurance of Lexington, SC is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $134,437 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$134,437
plan year 2025

Quick answer

Jeffcoat & Jeffcoat Insurance (Lexington, SC) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jeffcoat & Jeffcoat Insurance have?
Jeffcoat & Jeffcoat Insurance is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Jeffcoat & Jeffcoat Insurance's largest employer clients?
By plan participants, the largest include South Carolina Oncology Associates (246 participants), Avant Garde Academy Foundation Inc. (175 participants) and Palmetto Residential Electric, LLC (120 participants).
How much does Jeffcoat & Jeffcoat Insurance earn in commissions?
Insurers reported $134,437 in broker commissions paid to Jeffcoat & Jeffcoat Insurance for plan year 2025, per Schedule A Part 1.
Where is Jeffcoat & Jeffcoat Insurance located?
Jeffcoat & Jeffcoat Insurance is based in Lexington, SC and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jeffcoat & Jeffcoat Insurance 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
South Carolina Oncology AssociatesSC2462025-12-31
Avant Garde Academy Foundation Inc.FL1752025-08-31
Palmetto Residential Electric, LLCSC1202025-09-30

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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.