Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1K
- Other$1K
Filings through .
Carolina Oaks Holdings
EIN 20-8510413Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$360K assets
Health & Benefits
1
$1K premiums
Participants
237
200 S. PLEASANTBURG DR. - GREENVILLE, SC 29607864-616-7352
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 / $1K premiums / 90 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 OAKS HOLDINGS 401(K) PLAN
401(k)
Assets$360K
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CAROLINA OAKS DENTAL CARE LIFE AND AD&D
Fully insured - COMPANION LIFE INSURANCE COMPANY
Premiums$1K
Covered lives90
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 OAKS HOLDINGS 401(K) PLAN | 401(k) | $360K | 101 | 2025 |
- #001 · 401(k) · 2025101
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAROLINA OAKS DENTAL CARE LIFE AND AD&D | Fully insured | COMPANION LIFE INSURANCE COMPANY | $1K | 90 | 2025 |
- #501 · Fully insured · COMPANION LIFE INSURANCE COMPANY · 202590
Retirement plans
Health & Benefits plans