Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CARHARTT, INC.
EIN 38-1776575apparel & fashionLatest filing 2024
Plans
4
Retirement
3
$308.0M assets
Welfare
1
$2.3M premiums
Participants
7,587
5750 MERCURY DR - DEARBORN, MI 481264167313-749-6878carhartt.comLinkedIn1001-5000 employeesapparel & fashion
Retirement portfolio analytics
3 plans aggregated / $308.0M assets / 4,560 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- THE VANGUARD GROUP, INC.88%
- (Not disclosed)12%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 3,008 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Life$1.2M
- Long-term disability$1.2M
- Vision$369K
- Dental$200K
- Health$7K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA51%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY23%
- VISION SERVICE PLAN16%
- PARAMOUNT DENTAL9%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
- +2 more
Broker market share
Schedule A broker compensation
60%top
- USI INSURANCE SERVICES LLC60%
- FLYNN & CO EMPLOYEE BENEFIT SERVICE18%
- AON CONSULTING INC13%
- CUSTOM BENEFIT PROGRAMS INC6%
- GALLAGHER BENEFIT SERVICES, INC.3%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#102
CARHARTT, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$261.1M
Participants2,448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARHARTT, INC. PENSION PLAN
TraditionalDB
Assets$35.8M
Participants1,273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
CARHARTT, INC. UNION 401(K) PLAN
401k
Assets$11.1M
Participants839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CARHARTT, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.3M
Covered lives3,008
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 102 | CARHARTT, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $261.1M | 2,448 | 2024 | |
| 001 | CARHARTT, INC. PENSION PLAN | TraditionalDB | $35.8M | 1,273 | 2024 | |
| 006 | CARHARTT, INC. UNION 401(K) PLAN | 401k | $11.1M | 839 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CARHARTT, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.3M | 3,008 | 2024 |
Retirement plans
Welfare plans