Form 5500 · Employee benefit plan · SPARTANBURG, SC
WHITE OAK MANAGEMENT, INC.
WHITE OAK MANAGEMENT, INC. of SPARTANBURG, SC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIRECT AGENTS. Coverage is written through BCBS OF SOUTH CAROLINA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-1099917 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental and vision; the largest, with BCBS OF SOUTH CAROLINA, covers 1,081 people.
Reported premium across the insured contracts is $11,394,052, with $104,985 in disclosed broker commissions — about 0.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
DIRECT AGENTS is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BCBS OF SOUTH CAROLINA | Health | 1,081 | December | $11,341,826 | $99,530 |
| BCBS OF SOUTH CAROLINA | Dental | 0 | December | — | $5,455 |
| BCBS OF SOUTH CAROLINA | Vision | 1,081 | December | $52,226 | $0 |
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