Form 5500 · Employee benefit plan · SENECA, SC
SUNSET MANAGEMENT, INC.
The filing calls this plan SUNSET MANAGEMENT WELFARE BENEFIT PLAN.
SUNSET MANAGEMENT, INC. of SENECA, SC insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is FORUM BENEFITS INC. Coverage is written through BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA and 1 other carrier. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2247340 · plan 501 · plan year 2025, filed Sep 15, 2025
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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.
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 7 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, covers 75 people.
Reported premium across the insured contracts is $1,097,757, with $55,683 in disclosed broker commissions — about 5.1% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
FORUM BENEFITS INC is the broker of record on all 7 contracts.
Two carriers split the book: BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA and UNITED OF OMAHA LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Health | 75 | May 1, 2025 | $970,430 | $40,166 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental | 75 | May 1, 2025 | $59,837 | $5,984 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 53 | May 1, 2025 | $22,141 | $3,321 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 137 | May 1, 2025 | $21,978 | $3,297 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Vision | 74 | May 1, 2025 | $11,825 | $1,183 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 38 | May 1, 2025 | $7,622 | $1,143 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 137 | May 1, 2025 | $3,924 | $589 |
Premium and claims on this contract
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, contract 7087490. For the contract year on this filing, the carrier reported $970,430 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
- BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, contract 7087490 reported $46,777 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.
Other plans filed by this employer
How this plan compares
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