Form 5500 · Employee benefit plan · GREENVILLE, SC
ELLIOTT DAVIS ADVISORY, LLC
The filing calls this plan ELLIOTT DAVIS ADVISORY, LLC WELFARE BENEFIT PLAN.
ELLIOTT DAVIS ADVISORY, LLC of GREENVILLE, SC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-2519050 · plan 506 · plan year 2025, filed Sep 21, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
22 other employer plans in South Carolina have policy years ending in January. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering dental, vision, life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 779 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $969,687, with $121,616 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in January, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on all 4 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 779 | Jan 2, 2026 | $681,194 | $90,466 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 674 | Jan 1, 2026 | $261,962 | $27,458 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 55 | Jan 2, 2026 | $21,390 | $3,493 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 14 | Jan 2, 2026 | $5,141 | $199 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
How this plan compares
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Renewal calendar
22 other employer plans in South Carolina are February 1 renewals (policy year ends January).
Their policy years end in January, like this plan’s, so most renew February 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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