Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Health$1.7M
- Prescription drug$1.5M
- Life$1.4M
- Short-term disability$1.4M
- Long-term disability$1.4M
- +2 more
Sponsor portfolio
THE WILLIAM CARTER COMPANY
EIN 04-1156680real estateLatest filing 2024
Plans
5
Retirement
1
$318.7M assets
Welfare
4
$3.8M premiums
Participants
22,645
Benefits portfolio analytics
4 plans / $3.8M premiums / 4,818 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- KAISER FOUNDATION HEALTH PLAN INC40%
- RELIANCE STANDARD LIFE INSURANCE COMPANY37%
- STANDARD INSURANCE COMPANY8%
- VISION SERVICE PLAN6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
99%top
- GALLAGHER BENEFIT SERVICES, INC.99%
- 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$3.7M
Covered lives4,327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
THE WILLIAM CARTER COMPANY PART TIME WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$85K
Covered lives242
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$3K
Covered lives249
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. | $3.7M | 4,327 | 2024 | |
| 515 | THE WILLIAM CARTER COMPANY PART TIME WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $85K | 242 | 2024 | |
| 514 | THE WILLIAM CARTER COMPANY RETIREE WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3K | 249 | 2024 | |
| 505 | THE WILLIAM CARTER COMPANY SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans