Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1K
- Other$1K
Sponsor portfolio
CAROLINA OAKS HOLDINGS
EIN 20-8510413Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$360K assets
Welfare
1
$1K premiums
Participants
235
200 S. PLEASANTBURG DR. - GREENVILLE, SC 29607864-616-7352
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1K premiums / 85 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- COMPANION LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
68%top
- UNKNOWN68%
- UKNOWN32%
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 OAKS HOLDINGS 401(K) PLAN
401k
Assets$360K
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAROLINA OAKS DENTAL CARE LIFE AND AD&D
Fully Insured - COMPANION LIFE INSURANCE COMPANY
Premiums$1K
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA OAKS HOLDINGS 401(K) PLAN | 401k | $360K | 101 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAROLINA OAKS DENTAL CARE LIFE AND AD&D | Fully Insured | COMPANION LIFE INSURANCE COMPANY | $1K | 85 | 2024 |
Retirement plans
Welfare plans