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Benefits Intelligence/Broker Directory/South Carolina

Planned Administrators, Inc.

Columbia, SC

Planned Administrators, Inc. of Columbia, SC is the broker of record on 55 Form 5500 Schedule A filings covering 35 employer benefit plans across 23 states, with $373,141 in reported broker commissions (plan year 2025).

Employer clients
35
distinct plan sponsors
Schedule A filings
55
States served
23
Reported commissions
$373,141
plan year 2025
Reported fees
$4,784,179

Employer clients

Plan sponsors naming Planned Administrators, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Proman Group, Inc.IL8752025-05-31
Effex Management Solutions, LLCTX4642025-01-31
Staff Force, Inc.TX4592025-12-31
32 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.