Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$472K
- Short-term disability$472K
- Long-term disability$472K
- Other$472K
- Vision$72K
Sponsor portfolioTH
CARTER BANK & TRUST
EIN 20-5539935bankingLatest filing 2025
Plans
2
Retirement
1
$51.0M assets
Welfare
1
$544K premiums
Participants
1,577
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $544K premiums / 940 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- HARTFORD LIFE AND ACCIDENT87%
- EYEMED VISION CARE13%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARTER BANK & TRUST 401(K) AND PROFIT SHARING PLAN
401k
Assets$51.0M
Participants888
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#901
HEALTH CARE PLAN OF CARTER BANK AND TRUST
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$544K
Covered lives940
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARTER BANK & TRUST 401(K) AND PROFIT SHARING PLAN | 401k | $51.0M | 888 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 901 | HEALTH CARE PLAN OF CARTER BANK AND TRUST | Mixed | HARTFORD LIFE AND ACCIDENT | $544K | 940 | 2025 |
Retirement plans
Welfare plans