Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6K
- Other$6K
Sponsor portfolio
O'SHAUNGHNESSY REAL ESTATE, INC
EIN 20-4997469Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$6K premiums
Participants
286
4024 SALT POINTE PARKWAY - CHARLESTON, SC 29405843-203-5016
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- COMPANION LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
67%top
- DOUBLE E67%
- THE CASON GROUP INC33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAROLINA ONE RETIREMENT PLAN
401k
Assets$12.5M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAROLINA ONE REAL ESTATE SERVICES EMPLOYEE BENEFIT PLAN
Fully Insured - COMPANION LIFE INSURANCE COMPANY
Premiums$6K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA ONE RETIREMENT PLAN | 401k | $12.5M | 163 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans