Plan Ledger DOL Form 5500 · updated monthly

Family Trust Fcubenefits

Flexible Benefits Plan · ROCK HILL, SC · plan year 2025

Broker compensation reported · 2025
$250,752

Family Trust Fcu's benefits plans covered 146 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $3,790,683. Insurance brokers and agents were paid $250,752 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.6% of premiums. That is $1,717 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 4.3x the $58,353 reported for 2024.

Insurance contracts · 202515
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · health drug$1.1M · 113 covered
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · health drug$951K · 117 covered
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · health drug$860K · 122 covered
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · health drug$848K · 110 covered
AFLAC · lifepremiums n/a · 72 covered
AMERICAN UNITED LIFE INSURANCE COMPANY · life ltdpremiums n/a · 143 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 283 covered
AFLAC · lifepremiums n/a · 51 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 261 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 121 covered
AFLAC · lifepremiums n/a · 45 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 279 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 138 covered
DELTA DENTAL OF MISSOURI · dental visionpremiums n/a · 100 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 136 covered
Brokers & agents paid · 20258
GALLAGHER BENEFIT SERVICES, INC.$233,891 · incl $12,729 fees
DERRELL B. ODOM$6,277 · incl $236 fees
DONNA L. MATTHEWS$4,394 · incl $179 fees
DERRELL ODOM$1,298 · incl $16 fees
DONALD E. ROLLACK$1,137 · incl $20 fees
JEREMY W. CASSIDY AND OTHER AGENTS$929 · incl $23 fees
JEREMY CASSIDY AND VARIOUS AGENTS$353
8 individual agents · names withheld$2,473

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 570400781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.