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Form 5500 · Employee benefit plan · CHARLESTON, WV

SPILMAN THOMAS & BATTLE, PLLC

SPILMAN THOMAS & BATTLE, PLLC of CHARLESTON, WV insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is ADAM OKUN. Coverage is written through HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA and 2 other carriers. The plan's most recent policy period ended in October.

Benefits broker of record
Plan renews
October

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 55-0282458 · plan 501 · as of Aug 2026

Participants
208
Carriers on file
6
Disclosed commissions
$45,059
Renewal month
October

Plan brief

Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA, covers 248 people.

Reported premium across the insured contracts is $2,721,235, with $45,059 in disclosed broker commissions — about 1.7% of premium.

The health contract's policy period ended in October, while at least one ancillary line renews in July — the plan is on a split renewal cycle.

ADAM OKUN is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.

3 carriers appear on the filing — HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA — with HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINAHealth248October$2,486,001$26,963
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability213July$124,613$6,539
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife169December$63,845$6,385
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental162July$11,654$2,576
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife213July$23,082$1,392
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYVision85December$12,040$1,204

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