# Trustees In Their Capacity As Such Of South Carolina Bankers Employee Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-in-their-capacity-as-such-of-south-carolina-bankers-employee-570741877-501

> Trustees In Their Capacity As Such Of South Carolina Bankers Employee's Health & Welfare plan: 673 participants, plan year 2025 financials, providers, and be…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees In Their Capacity As Such Of South Carolina Bankers Employee

- **Sponsor EIN:** 570741877

- **Sponsor Address:** P.O. BOX 533, CHAPIN, SC, 29036

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 673

- **Total Assets:** $4.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|673|$4.7M|$0|$0|

| 2024|905|$4.3M|$11.6M|$0|

| 2023|1,443|$4.7M|$14.1M|$0|

| 2022|1,390|$7.3M|$13.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HEALTHGRAM, INC.|Other Service Provider|$417,195|—|$417,195|

| NAVITUS HEALTH SOLUTIONS, LLC|Other Service Provider|$152,135|—|$152,135|

| RCH BENEFITS ADVISORS LLC|Other Service Provider|$72,000|—|$72,000|

| ARCHIMEDES, LLC|Other Service Provider|$58,463|—|$58,463|

| WINDSOR STRATEGY PARTNERS INC|Other Service Provider|$42,786|—|$42,786|

| HUB INTERNATIONAL CAROLINAS|Other Service Provider|$37,603|—|$37,603|

| SCOTT AND COMPANY LLC|Other Service Provider|$28,390|—|$28,390|

| THE BENEFIT COMPANY INC|Other Service Provider|$22,842|—|$22,842|

| NELSON MULLINS RILEY & SCARBOROUGH|Other Service Provider|$5,379|—|$5,379|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $836,793

- **Estimated Expense Ratio:** 17.876% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$8,900,946|—|$652,703|$28,390|—|

| 2024|$1,046,569|—|$767,033|$25,943|—|

| 2023|$992,716|—|$788,628|$22,694|—|

| 2022|$950,977|—|$757,979|—|$35,292|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-in-their-capacity-as-such-of-south-carolina-bankers-employee-570741877-501)

© 2026 PlanProvider.Pro