How many employer clients does Surety Marketing & Consulting have?

Surety Marketing & Consulting is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.

Who are Surety Marketing & Consulting's largest employer clients?

By plan participants, the largest include Long-Lewis Of The Shoals, Inc. (817 participants), Cahaba Medical Care Foundation (265 participants) and Craneworks, Inc. (240 participants).

How much does Surety Marketing & Consulting earn in commissions?

Insurers reported $47,956 in broker commissions and $143,097 in fees paid to Surety Marketing & Consulting for plan year 2025, per Schedule A Part 1.

Where is Surety Marketing & Consulting located?

Surety Marketing & Consulting is based in Charleston, SC and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/South Carolina

Surety Marketing & Consulting

Charleston, SC

Surety Marketing & Consulting of Charleston, SC is the broker of record on 11 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

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$47,956

plan year 2025

Reported fees

$143,097

Quick answer

Surety Marketing & Consulting (Charleston, SC) is the broker of record for 7 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Surety Marketing & Consulting have?: Surety Marketing & Consulting is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
Who are Surety Marketing & Consulting's largest employer clients?: By plan participants, the largest include Long-Lewis Of The Shoals, Inc. (817 participants), Cahaba Medical Care Foundation (265 participants) and Craneworks, Inc. (240 participants).
How much does Surety Marketing & Consulting earn in commissions?: Insurers reported $47,956 in broker commissions and $143,097 in fees paid to Surety Marketing & Consulting for plan year 2025, per Schedule A Part 1.
Where is Surety Marketing & Consulting located?: Surety Marketing & Consulting is based in Charleston, SC and has employer clients in 2 states.

Source: Fundz verified event record.

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	2021-04-30
Craneworks, Inc.	AL	240	2025-12-31

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

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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.