Sponsor portfolio

CARRIS FINANCIAL CORP.

EIN 03-0326210Latest filing 2025

Plans

Retirement

$123.3M assets

Welfare

$1.0M premiums

Participants

1,636

49 MAIN STREET - PROCTOR, VT 057651178802-773-9111

Plans on this EIN

3 filings

#005ESOP-$97.5M - 668 part #004401k-$25.7M - 587 part #501Mixed-$1.0M - 677 lives

Retirement portfolio analytics

2 plans aggregated / $123.3M assets / 1,255 participants

Assets by plan

Share of aggregate retirement assets

79%top

Participants by plan

Active + retired + deferred vested

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

40%top

UNDERWRITING MANAGEMENT EXPERTS40%
RELIANCE STANDARD LIFE INSURANCE COMPANY39%
DELTA DENTAL OF CALIFORNIA21%

Broker market share

Schedule A broker compensation

Split broker

80%top

CBA BLUE80%
DIGITAL INSURANCE LLC18%
COMBINED SERVICES LLC2%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#005

CFC ESOP

ESOP

Assets$97.5M

Participants668

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#004

CFC RETIREMENT PLAN

401k

Assets$25.7M

Participants587

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501