PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTH ATLANTIC SERVICES, INC.
Sponsor portfolio

SOUTH ATLANTIC SERVICES, INC.

EIN 56-0956028-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$1.9M premiums
Participants
494
P O BOX 1886 - WILMINGTON, NC 28402910-763-3496
Plans on this EIN
2 filings
#003401k-$20.6M - 259 part#505Fully Insured-$1.9M - 242 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Other$219K
  • Life$170K
  • Short-term disability$170K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • HARTFORD LIFE AND ACCIDENT9%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • RYAN BENEFITS INC55%
  • GALLAGHER BENEFIT SERVICES, INC.32%
  • MOSAIC GROUP SERVICES9%
  • IBENEFIT COMMUNICATION LLC4%
Total $128K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOUTH ATLANTIC SERVICES, INC. 401(K) PLAN

401k

Assets$20.6M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SOUTH ATLANTIC SERVICES, INC. HEALTH AND WELFARE EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.9M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SOUTH ATLANTIC SERVICES, INC. 401(K) PLAN401k$20.6M2592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SOUTH ATLANTIC SERVICES, INC. HEALTH AND WELFARE EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.9M2422025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica