Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.2M
- Dental$4.7M
- Vision$4.7M
- Life$4.7M
- Short-term disability$4.7M
- Long-term disability$4.7M
- +2 more
Sponsor portfolio
CARTER-JONES COMPANIES, INC.
EIN 34-1128274computer softwareLatest filing 2025
Plans
2
Retirement
1
$167.4M assets
Welfare
1
$8.2M premiums
Participants
10,831
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.2M premiums / 7,348 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- METROPOLITAN LIFE INSURANCE COMPANY63%
- COMMUNITY INSURANCE COMPANY36%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
64%top
- HYLANT GROUP INC64%
- CENTRO BENEFITS RESEARCH LLC36%
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-JONES COMPANIES 401(K) RETIREMENT PLAN
401k
Assets$167.4M
Participants6,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARTER COMPANIES EMPLOYEE WELFARE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$8.2M
Covered lives7,348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARTER-JONES COMPANIES 401(K) RETIREMENT PLAN | 401k | $167.4M | 6,276 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARTER COMPANIES EMPLOYEE WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $8.2M | 7,348 | 2025 |
Retirement plans
Welfare plans