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Benefits brokerage · 2 offices

THE CASON GROUP, INCORPORATED

THE CASON GROUP, INCORPORATED is named as the broker of record on 6 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
6
Carriers
1

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
COLUMBIASC5
CHARLESTONSC1

Book profile

THE CASON GROUP, INCORPORATED brokers 6 insured contracts for 6 employers, across 2 states, led by SC, KY.

Health is the largest line (6 contracts), followed by dental (2), vision (1).

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA writes the most contracts in the book (6, about 100%).

Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 6 · dental 2 · vision 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
HAILE GOLD MINEKERSHAW, SCCOLUMBIA, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAJan 1FY2024
APIXIO HOLDINGS, LLCLA GRANGE, KYCOLUMBIA, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAJan 1FY2024
GSP TRANSPORTATION, INC.GREENVILLE, SCCOLUMBIA, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAJan 1FY2025
MASON AUTOMOTIVELUGOFF, SCCOLUMBIA, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAJan 2FY2025
GSP TRANSPORTATION, INC.GREENVILLE, SCCHARLESTON, SCBLUE CROSS BLUE SHIELD OF SOUTH CAROLINAJan 1FY2024
Subscriber access
1

more employer in THE CASON GROUP, INCORPORATED's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)