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CAROLINA ORTHOPAEDIC & NEUROSURGICAL ASSOCIATES

EIN 57-0510670-medical practice-Latest filing 2025
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$2.6M premiums
Participants
573
1330 BOILING SPRINGS ROAD, SUITE 1600 - SPARTANBURG, SC 29303864-285-9332carolinaona.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$17.2M - 353 part#501Fully Insured-$2.6M - 349 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$332K
  • Vision$332K
  • Life$332K
  • Short-term disability$332K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • GALLAGHER BENEFIT SERVICES, INC.84%
  • THE CASON GROUP INC10%
  • HILB GROUP OF NEW ENGLAND6%
Total $156K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAROLINA ORTHOPEADIC & NEUROSURGICAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$17.2M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA ORTHOPAEDIC & NEUROSURGICAL ASSOCIATES EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$2.6M
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA ORTHOPEADIC & NEUROSURGICAL ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN & TRUST401k$17.2M3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA ORTHOPAEDIC & NEUROSURGICAL ASSOCIATES EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$2.6M3492025
Retirement plans
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