How many employer clients does Longleaf Advisors, Inc. have?

Longleaf Advisors, Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.

Who are Longleaf Advisors, Inc.'s largest employer clients?

By plan participants, the largest include Berkeley Electric Cooperative, Inc. (291 participants) and Piedmont Community Actions, Inc. (119 participants).

How much does Longleaf Advisors, Inc. earn in commissions?

Insurers reported $321,991 in broker commissions paid to Longleaf Advisors, Inc. for plan year 2025, per Schedule A Part 1.

Where is Longleaf Advisors, Inc. located?

Longleaf Advisors, Inc. is based in West Columbia, SC.

Benefits Intelligence/Broker Directory/South Carolina

Longleaf Advisors, Inc.

West Columbia, SC

Longleaf Advisors, Inc. of West Columbia, SC is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $321,991 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$321,991

plan year 2025

Quick answer

Longleaf Advisors, Inc. (West Columbia, SC) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Longleaf Advisors, Inc. have?: Longleaf Advisors, Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Longleaf Advisors, Inc.'s largest employer clients?: By plan participants, the largest include Berkeley Electric Cooperative, Inc. (291 participants) and Piedmont Community Actions, Inc. (119 participants).
How much does Longleaf Advisors, Inc. earn in commissions?: Insurers reported $321,991 in broker commissions paid to Longleaf Advisors, Inc. for plan year 2025, per Schedule A Part 1.
Where is Longleaf Advisors, Inc. located?: Longleaf Advisors, Inc. is based in West Columbia, SC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Longleaf Advisors, 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
Berkeley Electric Cooperative, Inc.	SC	291	2025-12-31
Piedmont Community Actions, Inc.	SC	119	2026-02-28

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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)

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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.