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Benefits Intelligence/Broker Directory/South Carolina

Karen Julian-Smith

Bluffton, SC

Karen Julian-Smith of Bluffton, SC is the broker of record on 13 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $16,424 in reported broker commissions (plan year 2017).

Employer clients
4
distinct plan sponsors
Schedule A filings
13
States served
2
Reported commissions
$16,424
plan year 2017
Reported fees
$783

Employer clients

Plan sponsors naming Karen Julian-Smith 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
Sheehan Control GroupTN2,9162017-06-30
Grace Healthcare, LLCTN1,6662017-12-31
Porter-Gaud SchoolSC1452009-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.