Form 5500 · Employee benefit plan · COLUMBIA, SC
JJE CAPITAL HOLDINGS, INC.
The filing calls this plan JJE CAPITAL HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLAN.
JJE CAPITAL HOLDINGS, INC. of COLUMBIA, SC is a 1,775-participant retail employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is AP BENEFIT ADVISORS LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-3094078 · plan 510 · plan year 2025, filed Jun 16, 2026
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549 other employer plans in South Carolina have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
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.
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 10 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, covers 1,098 people.
Reported premium across the insured contracts is $9,183,917, with $328,570 in disclosed broker commissions — about 3.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
AP BENEFIT ADVISORS LLC is the broker of record on 2 of the 10 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, UNITED OF OMAHA LIFE INSURANCE COMPANY and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY. BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Health, Dental, Vision | 1,098 | Jan 1, 2026 | $8,295,890 | $197,141 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 1,449 | Jan 1, 2026 | $832,531 | $117,791 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 114 | Jan 1, 2026 | $30,868 | $6,998 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 15 | Jan 1, 2026 | $2,909 | $1,828 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 12 | Jan 1, 2026 | $7,032 | $1,392 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 16 | Jan 1, 2026 | $3,188 | $1,010 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 22 | Jan 1, 2026 | $3,991 | $961 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 9 | Jan 1, 2026 | $4,344 | $720 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 4 | Jan 1, 2026 | $906 | $437 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 9 | Jan 1, 2026 | $2,258 | $292 |
Premium and claims on this contract
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, contract 25-85534. For the contract year on this filing, the carrier reported $8,295,890 in premium earned and $8,649,705 in claims incurred. Dividing one by the other gives 104%.
- BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, contract 25-85534 reported $-436,261 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 162 employees, 1 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
549 other employer plans in South Carolina are January 1 renewals (policy year ends December).
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