Caldwell Trust Company
Caldwell Trust Company collected $26,463 in commissions and fees from 3 employer health plans in plan year 2024 filings, ranking #7267 among 12,126 brokers named in the public record. Most of its named clients are in South Carolina.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| Lexington Health Inc. · South Carolina | $23,835 | 2,191 |
| Southern Medical Management, LLC · South Carolina | $2,613 | 151 |
| Sorinex Exercise Equipment, Inc. · South Carolina | $15 | 144 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does Caldwell Trust Company earn from employer health plans?
In plan year 2024 filings, employers reported paying Caldwell Trust Company $26,463: $22,323 in commissions and $4,140 in fees, across 3 insurance contracts at 3 employers. That ranks #7267 of 12,126 brokers in the public record.
What commission rate is paid on plans Caldwell Trust Company brokers?
Not enough fully insured medical plans name Caldwell Trust Company as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Caldwell Trust Company?
The largest reported payers in 2024 were Lexington Health Inc., Southern Medical Management, LLC, Sorinex Exercise Equipment, Inc.. South Carolina is its biggest state by employer count (3 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.