Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CARPENTER CO
EIN 54-0499731renewables & environmentLatest filing 2025
Plans
4
Retirement
2
$467.1M assets
Welfare
2
$1.8M premiums
Participants
11,632
5016 MONUMENT AVE - RICHMOND, VA 232303620804-359-0800LinkedIn1-10 employeesrenewables & environment
Retirement portfolio analytics
2 plans aggregated / $467.1M assets / 5,825 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
75%top
- (Not disclosed)75%
- MERRILL LYNCH PIERCE FENNER & SMITH25%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.8M premiums / 5,415 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.8M
- Long-term disability$630K
- Vision$50K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- ANTHEM LIFE INSURANCE COMPANY97%
- VISION SERVICE PLAN3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARPENTER CO. PROFIT-SHARING PLAN
ProfitSharing
Assets$348.4M
Participants2,539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARPENTER CO. EMPLOYEE SAVINGS & INVESTMENT PLAN
401k
Assets$118.7M
Participants3,286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
DISABILITY AND LIFE INSURANCE PLANS OF CARPENTER CO
Mixed - ANTHEM LIFE INSURANCE
Premiums$1.8M
Covered lives2,959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP WELFARE PLAN OF CARPENTER CO
Mixed - VISION SERVICE PLAN
Premiums$50K
Covered lives2,456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARPENTER CO. PROFIT-SHARING PLAN | ProfitSharing | $348.4M | 2,539 | 2024 | |
| 002 | CARPENTER CO. EMPLOYEE SAVINGS & INVESTMENT PLAN | 401k | $118.7M | 3,286 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | DISABILITY AND LIFE INSURANCE PLANS OF CARPENTER CO | Mixed | ANTHEM LIFE INSURANCE | $1.8M | 2,959 | 2025 | |
| 501 | GROUP WELFARE PLAN OF CARPENTER CO | Mixed | VISION SERVICE PLAN | $50K | 2,456 | 2025 |
Retirement plans
Welfare plans