Surety Marketing & Consulting
Charleston, SC
Surety Marketing & Consulting of Charleston, SC is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $47,956 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Surety Marketing & Consulting 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 |
|---|---|---|---|
| Long-Lewis Of The Shoals, Inc. | AL | 817 | 2025-10-31 |
| Cahaba Medical Care Foundation | AL | 265 | 2020-04-30 |
| Cahaba Medical Care Foundation | AL | 265 | 2021-04-30 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in South Carolina
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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.