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CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A.

EIN 57-0965630-medical practice-Latest filing 2025
Plans
4
Retirement
2
$26.1M assets
Welfare
2
$1.5M premiums
Participants
627
1962 CHARLIE HALL BOULEVARD - CHARLESTON, SC 29414843-722-8000LinkedIn51-200 employeesmedical practice
Plans on this EIN
4 filings
#001401k-$21.6M - 295 part#002CashBalance-$4.6M - 50 part#501Fully Insured-$1.2M - 165 lives#502Fully Insured-$290K - 165 lives

Retirement portfolio analytics

2 plans aggregated / $26.1M assets / 345 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING 401(K) (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $26.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • MY BENEFITS, LLC83%
  • (Not disclosed)17%
Total $26.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)295
  • CASH BALANCE PLAN (#002)50
Total 345Click row to drill in

Benefits portfolio analytics

2 plans / $1.5M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$290K
  • Life$290K
  • Short-term disability$290K
  • Long-term disability$290K
  • Other$290K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • UNKNOWN67%
  • THE CASON GROUP INC17%
  • BECKHAM INSURANCE GROUP16%
Total $113K3 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

CHARLESTON GASTRO SPECIALISTS, P.A. PROFIT SHARING 401(K) PLAN

401k

Assets$21.6M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHARLESTON GASTRO. SPECIALISTS, P.A. CASH BALANCE PLAN

CashBalance

Assets$4.6M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. HEALTH AND VISION PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$1.2M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. DENTAL, LIFE, AND DISABILITY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$290K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHARLESTON GASTRO SPECIALISTS, P.A. PROFIT SHARING 401(K) PLAN401k$21.6M2952024
002CHARLESTON GASTRO. SPECIALISTS, P.A. CASH BALANCE PLANCashBalance$4.6M502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. HEALTH AND VISION PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$1.2M1652025
502CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. DENTAL, LIFE, AND DISABILITY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$290K1652025
Retirement plans
Welfare plans
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