How many employer clients does Shealy Benefit Services, Inc. have?

Shealy Benefit Services, Inc. is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 3 states.

Who are Shealy Benefit Services, Inc.'s largest employer clients?

By plan participants, the largest include Hometrust Bank (1,075 participants), Tesa Tape, Inc. (386 participants) and Kontane Logistics Inc. (291 participants).

How much does Shealy Benefit Services, Inc. earn in commissions?

Insurers reported $84,201 in broker commissions and $64,087 in fees paid to Shealy Benefit Services, Inc. for plan year 2025, per Schedule A Part 1.

Where is Shealy Benefit Services, Inc. located?

Shealy Benefit Services, Inc. is based in Lexington, SC and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/South Carolina

Shealy Benefit Services, Inc.

Lexington, SC

Shealy Benefit Services, Inc. of Lexington, SC is the broker of record on 15 Form 5500 Schedule A filings covering 10 employer benefit plans across 3 states, with $84,201 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$84,201

plan year 2025

Reported fees

$64,087

Quick answer

Shealy Benefit Services, Inc. (Lexington, SC) is the broker of record for 10 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Shealy Benefit Services, Inc. have?: Shealy Benefit Services, Inc. is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 3 states.
Who are Shealy Benefit Services, Inc.'s largest employer clients?: By plan participants, the largest include Hometrust Bank (1,075 participants), Tesa Tape, Inc. (386 participants) and Kontane Logistics Inc. (291 participants).
How much does Shealy Benefit Services, Inc. earn in commissions?: Insurers reported $84,201 in broker commissions and $64,087 in fees paid to Shealy Benefit Services, Inc. for plan year 2025, per Schedule A Part 1.
Where is Shealy Benefit Services, Inc. located?: Shealy Benefit Services, Inc. is based in Lexington, SC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Shealy Benefit Services, 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
Hometrust Bank	NC	1,075	2025-05-31
Tesa Tape, Inc.	NC	386	2024-12-31
Kontane Logistics Inc.	NC	291	2025-12-31

7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start now Book a 15-min walkthrough

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)

All brokers in South Carolina →

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.