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Sponsor portfolio

INDIANA CARTON COMPANY, INC.

EIN 35-0977606-packaging and containers-Latest filing 2025
Plans
8
Retirement
2
$9.6M assets
Welfare
6
$774K premiums
Participants
582
1721 WEST BIKE STREET - BREMEN, IN 46506574-546-3848indianacarton.comLinkedIn51-200 employeespackaging and containers
Plans on this EIN
8 filings
#001401k-$9.4M - 53 part#002401k-$275K - 81 part#505Fully Insured-$669K - 217 lives#504Fully Insured-$51K - 177 lives#502Fully Insured-$37K - 114 lives#506Fully Insured-$12K - 80 lives#503Fully Insured-$5K - 119 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $9.6M assets / 134 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • INC. OFFICE 401(K) (#001)97%
  • INC. FACTORY 401(K) (#002)3%
Total $9.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. FACTORY 401(K) (#002)81
  • INC. OFFICE 401(K) (#001)53
Total 134Click row to drill in

Benefits portfolio analytics

6 plans / $774K premiums / 707 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$720K
  • Vision$681K
  • Health$669K
  • Prescription drug$669K
  • Other$42K
  • Life$37K
  • +1 more
Total $774K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • ANTHEM LIFE INSURANCE COMPANY86%
  • HEALTH RESOURCES, INC.7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • MICHIANA EMPLOYEE ASSISTANCE PROGRAM1%
Total $774K5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • GIBSON INSURANCE AGENCY, INC.91%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
Total $18K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INDIANA CARTON COMPANY, INC. OFFICE 401(K) PLAN

401k

Assets$9.4M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INDIANA CARTON COMPANY, INC. FACTORY 401(K) PLAN

401k

Assets$275K
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

INDIANA CARTON COMPANY, INC MEDICAL PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$669K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

INDIANA CARTON COMPANY, INC DENTAL PLAN

Fully Insured - HEALTH RESOURCES, INC.

Premiums$51K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INDIANA CARTON COMPANY, INC. LIFE AND AD&D PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$37K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

INDIANA CARTON COMPANY, INC VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$12K
Covered lives80
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

INDIANA CARTON COMPANY, INC EMPLOYEE ASSISTANCE PROGRAM

Fully Insured - MICHIANA EMPLOYEE ASSISTANCE PROGRAM

Premiums$5K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

INDIANA CARTON COMPANY, INC. EMPLOYEES BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INDIANA CARTON COMPANY, INC. OFFICE 401(K) PLAN401k$9.4M532025
002INDIANA CARTON COMPANY, INC. FACTORY 401(K) PLAN401k$275K812025

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
505INDIANA CARTON COMPANY, INC MEDICAL PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$669K2172025
504INDIANA CARTON COMPANY, INC DENTAL PLANFully InsuredHEALTH RESOURCES, INC.$51K1772025
502INDIANA CARTON COMPANY, INC. LIFE AND AD&D PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$37K1142025
506INDIANA CARTON COMPANY, INC VISION PLANFully InsuredVISION SERVICE PLAN$12K802025
503INDIANA CARTON COMPANY, INC EMPLOYEE ASSISTANCE PROGRAMFully InsuredMICHIANA EMPLOYEE ASSISTANCE PROGRAM$5K1192025
501INDIANA CARTON COMPANY, INC. EMPLOYEES BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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