Fundz
Fundz
Benefits Intelligence/Broker Directory/South Carolina

Jeffcoat & Jeffcoat LLC

Lexington, SC

Jeffcoat & Jeffcoat LLC of Lexington, SC is the broker of record on 16 Form 5500 Schedule A filings covering 13 employer benefit plans across 4 states, with $329,522 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
16
States served
4
Reported commissions
$329,522
plan year 2025
Reported fees
$27,981

Quick answer

Jeffcoat & Jeffcoat LLC (Lexington, SC) is the broker of record for 13 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jeffcoat & Jeffcoat LLC have?
Jeffcoat & Jeffcoat LLC is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 4 states.
Who are Jeffcoat & Jeffcoat LLC's largest employer clients?
By plan participants, the largest include Technica LLC (519 participants), Grady-White Boats, Inc. (320 participants) and South Carolina Oncology Associates (246 participants).
How much does Jeffcoat & Jeffcoat LLC earn in commissions?
Insurers reported $329,522 in broker commissions and $27,981 in fees paid to Jeffcoat & Jeffcoat LLC for plan year 2025, per Schedule A Part 1.
Where is Jeffcoat & Jeffcoat LLC located?
Jeffcoat & Jeffcoat LLC is based in Lexington, SC and has employer clients in 4 states.
How does Jeffcoat & Jeffcoat LLC rank among benefits brokers in South Carolina?
Jeffcoat & Jeffcoat LLC ranks #45 by employer clients among the 50 most active benefits brokers based in South Carolina.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jeffcoat & Jeffcoat LLC 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
Technica LLCSC5192025-09-30
Grady-White Boats, Inc.NC3202025-05-31
South Carolina Oncology AssociatesSC2462025-12-31
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.