Form 5500 · Employee benefit plan · AWENDAW, SC
BREEZE MANAGEMENT ASSOCIATES, LLC
BREEZE MANAGEMENT ASSOCIATES, LLC of AWENDAW, SC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through BLUECROSS BLUESHIELD OF SOUTH CAROLINA and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 57-1089208 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF SOUTH CAROLINA, covers 93 people.
Reported premium across the insured contracts is $1,066,086, with $54,679 in disclosed broker commissions — about 5.1% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on all 2 contracts.
Two carriers split the book: BLUECROSS BLUESHIELD OF SOUTH CAROLINA and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF SOUTH CAROLINA | Health, Dental, Vision | 93 | March | $998,301 | $44,511 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 127 | March | $67,785 | $10,168 |
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