Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARTERET GENERAL HOSPITAL
EIN 56-0952955hospital & health careLatest filing 2025
Plans
4
Retirement
2
$132.4M assets
Welfare
2
$1.5M premiums
Participants
3,901
3500 ARENDELL STREET - MOREHEAD CITY, NC 28557919-247-1616LinkedIn1-10 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $132.4M assets / 2,901 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.5M premiums / 2,223 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$927K
- Life$829K
- Short-term disability$829K
- Long-term disability$829K
- Dental$454K
- Vision$121K
Carrier market share
Premium dollars by Schedule A carrier
55%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
- METROPOLITAN LIFE INSURANCE COMPANY30%
- COMMUNITY EYE CARE8%
- AFLAC5%
- JANUS ASSOCIATES, INC. DBA BHS2%
Broker market share
Schedule A broker compensation
91%top
- GALLAGHER BENEFIT SERVICES, INC.91%
- GINA BOGUE WAINWRIGHT6%
- TAMMY BRITT COOPER1%
- PLANSOURCE BENEFITS ADMINISTRATION1%
- JOSEPH EDWARD SHEA0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
CARTERET COUNTY GENERAL HOSPITAL TAX DEFERRED SAVINGS PLAN
403b
Assets$74.1M
Participants1,747
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$58.3M
Participants1,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARTERET COUNTY GENERAL HOSPITAL HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives1,223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
CARTERET COUNTY GENERAL HOSPITAL EAP PLAN
Fully Insured - JANUS ASSOCIATES, INC. DBA BHS
Premiums$25K
Covered lives1,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CARTERET COUNTY GENERAL HOSPITAL TAX DEFERRED SAVINGS PLAN | 403b | $74.1M | 1,747 | 2025 | |
| 002 | CARTERET COUNTY GENERAL HOSPITAL MONEY PURCHASE PENSION PLAN | MoneyPurchase | $58.3M | 1,154 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARTERET COUNTY GENERAL HOSPITAL HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.5M | 1,223 | 2025 | |
| 508 | CARTERET COUNTY GENERAL HOSPITAL EAP PLAN | Fully Insured | JANUS ASSOCIATES, INC. DBA BHS | $25K | 1,000 | 2024 |
Retirement plans
Welfare plans