Form 5500 · Employee benefit plan · NORTH CHARLESTON, SC
OTTER LEARNING, LLC
Public Form 5500 records show how OTTER LEARNING, LLC (NORTH CHARLESTON, SC) structures its employee benefits. Its broker of record is JULIE CAPE DIGITAL INSURANCE, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA and 14 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-4611159 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Health | 173 | May | $1,141,986 | $72,754 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental | 263 | May | $99,616 | $10,607 |
| CAREFIRST BLUE CROSS BLUE SHIELD | Health | 44 | May | $273,424 | $8,216 |
| CAREFIRST BLUE CROSS BLUE SHIELD | Health | 44 | May | $264,482 | $7,774 |
| CAREFIRST BLUE CROSS BLUE SHIELD | Health | 42 | May | $262,096 | $5,746 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 67 | May | $23,858 | $3,934 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life | 141 | May | $21,354 | $3,473 |
| CAREFIRST BLUE CROSS BLUE SHIELD | Health | 18 | May | $91,193 | $3,276 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision | 242 | May | $26,931 | $2,869 |
| HEALTHIESTYOU C/O TELADOC HEALTH INC | — | 100 | May | $15,288 | $2,293 |
| PRINCIPAL LIFE INSURANCE COMPANY | Disability | 37 | May | $13,316 | $2,159 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 45 | May | $9,843 | $1,967 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 52 | May | $8,458 | $1,693 |
| KAISER MID ATLANTIC | Health | 1 | May | $6,016 | $182 |
| KAISER MID ATLANTIC | Health | 1 | May | $4,830 | $130 |
Questions
Who is OTTER LEARNING, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, OTTER LEARNING, LLC's broker of record is JULIE CAPE DIGITAL INSURANCE, LLC.
What insurance carrier does OTTER LEARNING, LLC use?
OTTER LEARNING, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, among 15 disclosed carriers.
When does OTTER LEARNING, LLC's group plan renew?
The most recent Schedule A policy period for OTTER LEARNING, LLC ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OTTER LEARNING, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.