Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.0M
- Life$1.8M
- Health$1.8M
- Prescription drug$1.8M
- Dental$1.5M
- Short-term disability$1.4M
- +2 more
Sponsor portfolio
THE WILLIAM CARTER COMPANY
EIN 04-1156680real estateLatest filing 2025
Plans
5
Retirement
1
$318.7M assets
Welfare
4
$5.8M premiums
Participants
21,520
Benefits portfolio analytics
4 plans / $5.8M premiums / 8,386 covered livesCarrier market share
Premium dollars by Schedule A carrier
32%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY32%
- KAISER FOUNDATION HEALTH PLAN INC30%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY23%
- STANDARD INSURANCE COMPANY7%
- VISION SERVICE PLAN4%
- +2 more
Broker market share
Schedule A broker compensation
98%top
- GALLAGHER BENEFIT SERVICES, INC.98%
- TODD VIRGILLO1%
- BUSINESSOLVER.COM, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CARTERS 401(K) SAVINGS PLAN
401k
Assets$318.7M
Participants8,196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WILLIAM CARTER COMPANY WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.
Premiums$5.2M
Covered lives4,130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
THE WILLIAM CARTER COMPANY RETIREE WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$480K
Covered lives4,130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
THE WILLIAM CARTER COMPANY PART TIME WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$143K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE WILLIAM CARTER COMPANY SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CARTERS 401(K) SAVINGS PLAN | 401k | $318.7M | 8,196 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WILLIAM CARTER COMPANY WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $5.2M | 4,130 | 2025 | |
| 514 | THE WILLIAM CARTER COMPANY RETIREE WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $480K | 4,130 | 2025 | |
| 515 | THE WILLIAM CARTER COMPANY PART TIME WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $143K | 126 | 2025 | |
| 505 | THE WILLIAM CARTER COMPANY SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans