BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Ward Financial Services, Inc.

Columbia, SC

Ward Financial Services, Inc. collected $55,677 in commissions and fees from 8 employer health plans in plan year 2024 filings, ranking #5032 among 12,126 brokers named in the public record. Most of its named clients are in South Carolina.

Commissions + fees
$55,677
$49,146 commissions · $6,531 fees
Employer plans
8
10 contracts
Rank
#5032
top 41% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Mohenis Services, Inc. · Virginia$16,906700
J M Smith Corporation · South Carolina$16,193316
Super Center Concepts, Inc. · California$12,5064,067
Oregon Precision Industries, Inc. · Oregon$6,400268
Reynolds Electric & Plumbing · Oregon$2,300110
Security Federal Bank · South Carolina$1,078241
Monarch Landscape Holdings, LLC · California$2363,300
FN America LLC · South Carolina$58625

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.

2 plans
2 plans
1 plans

How much does Ward Financial Services, Inc. earn from employer health plans?

In plan year 2024 filings, employers reported paying Ward Financial Services, Inc. $55,677: $49,146 in commissions and $6,531 in fees, across 10 insurance contracts at 8 employers. That ranks #5032 of 12,126 brokers in the public record.

What commission rate is paid on plans Ward Financial Services, Inc. brokers?

Not enough fully insured medical plans name Ward Financial Services, Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Ward Financial Services, Inc.?

The largest reported payers in 2024 were Mohenis Services, Inc., J M Smith Corporation, Super Center Concepts, 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.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.