Shealy Benefits Services, Inc.
Lexington, SC
Shealy Benefits Services, Inc. of Lexington, SC is the broker of record on 87 Form 5500 Schedule A filings covering 63 employer benefit plans across 10 states, with $190,505 in reported broker commissions (plan year 2025).
Quick answer
Shealy Benefits Services, Inc. (Lexington, SC) is the broker of record for 63 employer benefit plan sponsors on 87 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shealy Benefits Services, Inc. have?
- Shealy Benefits Services, Inc. is named as broker on Form 5500 Schedule A filings for 63 distinct plan sponsors in 10 states.
- Who are Shealy Benefits Services, Inc.'s largest employer clients?
- By plan participants, the largest include Unum Group (9,176 participants), Arthrex, Inc (6,795 participants) and La Colonia Medical Center, Inc. (854 participants).
- How much does Shealy Benefits Services, Inc. earn in commissions?
- Insurers reported $190,505 in broker commissions and $228,928 in fees paid to Shealy Benefits Services, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Shealy Benefits Services, Inc. located?
- Shealy Benefits Services, Inc. is based in Lexington, SC and has employer clients in 10 states.
- How does Shealy Benefits Services, Inc. rank among benefits brokers in South Carolina?
- Shealy Benefits Services, Inc. ranks #8 by employer clients among the 50 most active benefits brokers based in South Carolina.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shealy Benefits 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 |
|---|---|---|---|
| Unum Group | TN | 9,176 | 2025-12-31 |
| Arthrex, Inc | FL | 6,795 | 2024-12-31 |
| La Colonia Medical Center, Inc. | FL | 854 | 2025-12-31 |
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 walkthroughKnow 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.
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)
- Cason Group, Inc.: 58 employer clients, $107,363 reported commissions (Columbia)
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.