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  2. Carris Financial Corp
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Carris Financial Corp

EIN 03-0326210-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$129.6M assets
Health & Benefits
1
$1.0M premiums
Participants
1,702
49 MAIN STREET - PROCTOR, VT 05765802-773-9111
Plans on this EIN
3 filings
#005ESOP-$98.7M - 684 part#004401(k)-$30.9M - 637 part#501Mixed-$1.0M - 677 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $129.6M assets / 1,321 participants

Assets by plan

Share of aggregate retirement assets

  • CFC ESOP (#005)$98.7M
  • CFC RETIREMENT PLAN (#004)$30.9M
Total $129.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CFC ESOP (#005)684
  • CFC RETIREMENT PLAN (#004)637
Total 1,321Select a row to open it

Benefits portfolio analytics

1 plan / $1.0M premiums / 677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$420K
  • Dental$222K
  • Life$171K
  • Long-term disability$164K
  • Other$153K
  • Vision$39K
Total $1.0M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

CFC ESOP

ESOP

Assets$98.7M
Participants684
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

CFC RETIREMENT PLAN

401(k)

Assets$30.9M
Participants637
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CARRIS FINANCIAL CORP HEALTH AND WELFARE BENEFITS

Mixed - UNDERWRITING MANAGEMENT EXPERTS

Premiums$1.0M
Covered lives677
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005CFC ESOPESOP$98.7M6842025
#004CFC RETIREMENT PLAN401(k)$30.9M6372025
  • CFC ESOP$98.7M
    #005 · ESOP · 2025684
  • CFC RETIREMENT PLAN$30.9M
    #004 · 401(k) · 2025637

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CARRIS FINANCIAL CORP HEALTH AND WELFARE BENEFITSMixedUNDERWRITING MANAGEMENT EXPERTS$1.0M6772025
  • CARRIS FINANCIAL CORP HEALTH AND WELFARE BENEFITS$1.0M
    #501 · Mixed · UNDERWRITING MANAGEMENT EXPERTS · 2025677
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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