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Sponsor portfolio

CAROLINA FILTERS, INC.

EIN 57-0718480-environmental services-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$153K premiums
Participants
225
109 E NEWBERRY AVE - SUMTER, SC 291506911803-773-6842carolinafilters.comLinkedIn51-200 employeesenvironmental services
Plans on this EIN
2 filings
#002401k-$6.5M - 115 part#501Mixed-$153K - 110 lives

Benefits portfolio analytics

1 plan / $153K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$153K
  • Life$153K
  • Short-term disability$153K
  • Long-term disability$153K
  • Other$153K
Total $153K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • COMPANION LIFE INSURANCE COMPANY100%
Total $153K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PROPEL INSURANCE AGENCY, LLC100%
Total $18K1 slice

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 FILTERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$6.5M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA FILTERS EMPLOYEE BENEFITS PLAN

Mixed - COMPANION LIFE INSURANCE COMPANY

Premiums$153K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAROLINA FILTERS, INC. 401(K) PROFIT SHARING PLAN401k$6.5M1152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA FILTERS EMPLOYEE BENEFITS PLANMixedCOMPANION LIFE INSURANCE COMPANY$153K1102025
Retirement plans
Welfare plans
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