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Benefits broker of record · GREENVILLE, SC

FINLEY STOKES INSURANCE AGENCY INC.

FINLEY STOKES INSURANCE AGENCY INC. of GREENVILLE, SC is named as the broker of record on 22 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
22
Book size
$1M+
Office state
SC

22 contracts on file name FINLEY STOKES INSURANCE AGENCY INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

FINLEY STOKES INSURANCE AGENCY INC. brokers 22 insured contracts for 2 employers, all in South Carolina.

Health is the largest line (20 contracts), followed by dental (2), vision (2), life (2).

BLUECHOICE HEALTHPLAN writes the most contracts in the book (18, about 82%); METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate on September 1: 100% of the dated welfare contracts have policy years ending in August, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 20 · dental 2 · vision 2 · life 2 · disability 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2024
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2025
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2025
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2024
PROPEL PEO, INCGREENVILLE, SCBLUECHOICE HEALTHPLANSep 1FY2025
Subscriber access
17

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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