PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WHITE OAK MANAGEMENT, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 62-1099917

WHITE OAK MANAGEMENT, INC.

PO BOX 3347 · SPARTANBURG, SC 293043347
8642530106
Plans filed
2
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$11.5M
No prior year
Persons covered
1,081
No prior year
Total participants
0
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$11.4M
WHITE OAK MANAGEMENT, INC.
Fully insured1,081 covered·1 carrier
Primary: BCBS OF SOUTH CAROLINA
Plan #502$147K
WHITE OAK MANAGEMENT, INC. LIFE AND SHORT TERM DISABILITY
Fully insured0 covered·1 carrier
Primary: COMPANION LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$11.5M49.6%
Health$11.3M48.9%
Life$147K0.6%
Short-term disability$147K0.6%
Vision$52K0.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 570287419
HRxV
$11.4M98.7%131,081
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
RxLSTD
$147K1.3%110

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIRECT AGENTSNASHVILLE, TNBCBS OF SOUTH CAROLINA$82K$0$82K61.1%1
MCEVER & COMPANYATLANTA, GACOMPANION LIFE INSURANCE COMPANY, BCBS OF SOUTH CAROLINA$31K$0$31K22.9%2
BLUE CROSS BLUE SHIELD OF FLORIDACOLUMBIA, SCCOMPANION LIFE INSURANCE COMPANY$6K$0$6K4.6%1
MARSH & MCLENNAN AGENCY LLCGREENVILLE, SCCOMPANION LIFE INSURANCE COMPANY$5K$0$5K4.1%1
ROSENFELD EINSTEINGREENVILLE, SCBCBS OF SOUTH CAROLINA$5K$0$5K4.1%1
PANCOAST & ASSOCIATES INCNASHVILLE, TNCOMPANION LIFE INSURANCE COMPANY$4K$0$4K3.2%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica