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Sponsor portfolio

SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A.

EIN 57-0787600-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$78.2M assets
Welfare
1
$3.8M premiums
Participants
618
166 STONERIDGE DRIVE - COLUMBIA, SC 29210803-461-3046sconcology.netLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$61.0M - 300 part#002CashBalance-$17.3M - 68 part#502Fully Insured-$3.8M - 239 lives

Retirement portfolio analytics

2 plans aggregated / $78.2M assets / 368 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • ASSOCIATES, P. A. (#001)78%
  • CASH BALANCE PENSION (#002)22%
Total $78.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, P. A. (#001)300
  • CASH BALANCE PENSION (#002)68
Total 368Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Life$252K
  • Long-term disability$252K
  • Dental$249K
  • Vision$249K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • STANDARD INSURANCE COMPANY7%
  • COMPANION LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • JEFFCOAT & JEFFCOAT LLC63%
  • THE BENEFIT COMPANY INC20%
  • VARIOUS - SEE ATTACHED17%
Total $188K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A.

401k

Assets$61.0M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$17.3M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SOUTH CAROLINA ONCOLOGY ASSOCIATES EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$3.8M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PROFIT SHARING PLAN & TRUST OF SOUTH CAROLINA ONCOLOGY ASSOCIATES, P. A.401k$61.0M3002025
002SOUTH CAROLINA ONCOLOGY ASSOCIATES, P.A. CASH BALANCE PENSION PLANCashBalance$17.3M682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SOUTH CAROLINA ONCOLOGY ASSOCIATES EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$3.8M2392025
Retirement plans
Welfare plans
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