Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6K
- Other$6K
Filings through .
O'Shaughnessy Real Estate, Inc
EIN 20-4997469Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$12.3M assets
Health & Benefits
1
$6K premiums
Participants
286
4024 SALT POINTE PARKWAY - CHARLESTON, SC 29405843-203-5016
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $6K premiums / 123 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CAROLINA ONE RETIREMENT PLAN
401(k)
Assets$12.3M
Participants163
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CAROLINA ONE REAL ESTATE SERVICES EMPLOYEE BENEFIT PLAN
Fully insured - COMPANION LIFE INSURANCE COMPANY
Premiums$6K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAROLINA ONE RETIREMENT PLAN | 401(k) | $12.3M | 163 | 2025 |
- #001 · 401(k) · 2025163
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAROLINA ONE REAL ESTATE SERVICES EMPLOYEE BENEFIT PLAN | Fully insured | COMPANION LIFE INSURANCE COMPANY | $6K | 123 | 2025 |
- #501 · Fully insured · COMPANION LIFE INSURANCE COMPANY · 2025123
Retirement plans
Health & Benefits plans