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
Filings through .
Carter-Jones Companies, Inc.
EIN 34-1128274computer softwareLatest filing 2025
Plans
2
Retirement
1
$200.7M assets
Health & Benefits
1
$8.2M premiums
Participants
11,360
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.2M premiums / 7,348 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CARTER-JONES COMPANIES 401(K) RETIREMENT PLAN
401(k)
Assets$200.7M
Participants6,805
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CARTER COMPANIES EMPLOYEE WELFARE PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$8.2M
Covered lives7,348
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARTER-JONES COMPANIES 401(K) RETIREMENT PLAN | 401(k) | $200.7M | 6,805 | 2025 |
- #001 · 401(k) · 20256,805
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20257,348
Retirement plans
Health & Benefits plans