Assets by plan
Share of aggregate retirement assets
Filings through .
Charleston Gastroenterology Specialists, P.A.
EIN 57-0965630medical practiceLatest filing 2025
Plans
4
Retirement
2
$29.7M assets
Health & Benefits
2
$1.5M premiums
Participants
682
2001 2ND AVENUE SUITE 101 - SUMMERVILLE, SC 29486843-722-8000LinkedIn51-200 employeesmedical practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $29.7M assets / 400 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- MY BENEFITS, LLC$24.9M
- (Not disclosed)$4.8M
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHARLESTON GASTRO SPECIALISTS, P.A. PROFIT SHARING 401(K) PLAN
401(k)
Assets$24.9M
Participants351
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHARLESTON GASTRO. SPECIALISTS, P.A. CASH BALANCE PLAN
Cash balance
Assets$4.8M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. HEALTH AND VISION PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
Premiums$1.2M
Covered lives165
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. DENTAL, LIFE, AND DISABILITY PLAN
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$290K
Covered lives165
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHARLESTON GASTRO SPECIALISTS, P.A. PROFIT SHARING 401(K) PLAN | 401(k) | $24.9M | 351 | 2025 |
| #002 | CHARLESTON GASTRO. SPECIALISTS, P.A. CASH BALANCE PLAN | Cash balance | $4.8M | 49 | 2025 |
- #001 · 401(k) · 2025351
- #002 · Cash balance · 202549
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. HEALTH AND VISION PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $1.2M | 165 | 2025 |
| #502 | CHARLESTON GASTROENTEROLOGY SPECIALISTS, P.A. DENTAL, LIFE, AND DISABILITY PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $290K | 165 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · 2025165
- #502 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025165
Retirement plans
Health & Benefits plans