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  2. WHITE OAK MANAGEMENT, INC.
Sponsor portfolio

WHITE OAK MANAGEMENT, INC.

EIN 62-1099917-hospital & health care-Latest filing 2024
Plans
3
Retirement
1
$25.5M assets
Welfare
2
$11.5M premiums
Participants
3,410
130 EAST MAIN STREET - SPARTANBURG, SC 29306864-573-0106LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$25.5M - 3,410 part#501Fully Insured-$11.4M - 1,081 lives#502Fully Insured-$147K - 0 lives

Benefits portfolio analytics

2 plans / $11.5M premiums / 1,081 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$11.5M
  • Health$11.3M
  • Life$147K
  • Short-term disability$147K
  • Vision$52K
Total $11.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • COMPANION LIFE INSURANCE COMPANY1%
Total $11.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • DIRECT AGENTS61%
  • MCEVER & COMPANY23%
  • BLUE CROSS BLUE SHIELD OF FLORIDA5%
  • MARSH & MCLENNAN AGENCY LLC4%
  • ROSENFELD EINSTEIN4%
  • +1 more
Total $134K6 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

WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN

401k

Assets$25.5M
Participants3,410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WHITE OAK MANAGEMENT, INC.

Fully Insured - BCBS OF SOUTH CAROLINA

Premiums$11.4M
Covered lives1,081
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WHITE OAK MANAGEMENT, INC. LIFE AND SHORT TERM DISABILITY

Fully Insured - COMPANION LIFE INSURANCE COMPANY

Premiums$147K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHITE OAK MANAGEMENT, INC. RETIREMENT PLAN401k$25.5M3,4102024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WHITE OAK MANAGEMENT, INC.Fully InsuredBCBS OF SOUTH CAROLINA$11.4M1,0812024
502WHITE OAK MANAGEMENT, INC. LIFE AND SHORT TERM DISABILITYFully InsuredCOMPANION LIFE INSURANCE COMPANY$147K02024
Retirement plans
Welfare plans
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