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Form 5500 · Employee benefit plan · SPARTANBURG, SC

THE MERIT DISTRIBUTION GROUP, LLC

THE MERIT DISTRIBUTION GROUP, LLC of SPARTANBURG, SC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA and 3 other carriers. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2595304 · plan 502 · as of Aug 2026

Participants
369
Carriers on file
6
Disclosed commissions
$189,745
Renewal month
April

Plan brief

Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, covers 271 people.

Reported premium across the insured contracts is $6,580,108, with $189,745 in disclosed broker commissions — about 2.9% of premium.

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

LOCKTON COMPANIES, LLC is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.

4 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, RELIASTAR LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO. and VOYA FINANCIAL EMPLOYEE BENEFITS — with BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINAHealth, Dental271April$3,892,897$91,347
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINAHealth, Dental247December$2,416,475$70,843
RELIASTAR LIFE INSURANCE COMPANYLife, Disability903December$229,954$27,555
EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO.Vision366April$25,233$0
VOYA FINANCIAL EMPLOYEE BENEFITS303December$1,660$0
EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS CO.Vision341December$13,889$0

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