Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.7M
- Life$2.4M
- Long-term disability$2.4M
- Vision$75K
Sponsor portfolioTH
CARTER MACHINERY COMPANY, INC.
EIN 37-1170559machineryLatest filing 2025
Plans
2
Retirement
1
$466.2M assets
Welfare
1
$2.8M premiums
Participants
6,671
1330 LYNCHBURG TURNPIKE - SALEM, VA 24153540-387-1111cartermachinery.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 10,328 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- SUN LIFE ASSURANCE COMPANY OF CANADA85%
- PEAK HEALTH SERVICES, LLC13%
- ANTHEM LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
84%top
- MCGRIFF INSURANCE SERVICES INC84%
- MARSH & MCLENNAN AGENCY LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC.
401k
Assets$466.2M
Participants3,384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
CARTER MACHINERY COMPANY, INC. HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.8M
Covered lives10,328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC. | 401k | $466.2M | 3,384 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | CARTER MACHINERY COMPANY, INC. HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.8M | 10,328 | 2025 |
Retirement plans
Welfare plans