Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Life$52K
- Short-term disability$52K
- Long-term disability$52K
- Other$52K
Sponsor portfolio
CARPENTER INDUSTRIES INC.
EIN 02-0736840automotiveLatest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.1M premiums
Participants
295
21 CARPENTER COURT NW - CONCORD, NC 28027704-743-5110dennis-carpenter.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 321 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- USABLE LIFE5%
Broker market share
Schedule A broker compensation
95%top
- STEVEN L HARWELL95%
- MOSAIC GROUP SERVICES5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARPENTER INDUSTRIES INC. 401K PLAN
401k
Assets$10.2M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CARPENTER INDUSTRIES, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARPENTER INDUSTRIES INC. 401K PLAN | 401k | $10.2M | 163 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CARPENTER INDUSTRIES, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 321 | 2025 |
Retirement plans
Welfare plans