PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CAROMONT HEALTH, INC.
Sponsor portfolioTH

CAROMONT HEALTH, INC.

EIN 58-1636959-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$569.2M assets
Welfare
1
$2.8M premiums
Participants
10,759
P.O. BOX 1747 - GASTONIA, NC 280531747704-834-2000caromonthealth.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$510.8M - 7,109 part#001TraditionalDB-$58.4M - 27 part#512Mixed-$2.8M - 6,157 lives

Retirement portfolio analytics

2 plans aggregated / $569.2M assets / 7,136 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • INC. RETIREMENT Savings (#002)90%
  • OF CAROMONT HEALTH (#001)10%
Total $569.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)7,109
  • OF CAROMONT HEALTH (#001)27
Total 7,136Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 6,157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$868K
  • Life$621K
  • Long-term disability$432K
  • Other$30K
Total $2.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA38%
  • AETNA LIFE INSURANCE COMPANY31%
  • COMMUNITY EYE CARE31%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • CUSTOM BENEFIT PROGRAMS INC46%
  • WINSTON FINANCIAL SERVICES46%
  • AON CONSULTING INC7%
Total $468K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN

403b

Assets$510.8M
Participants7,109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR THE EMPLOYEES OF CAROMONT HEALTH

TraditionalDB

Assets$58.4M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

CAROMONT HEALTH, INC. WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$2.8M
Covered lives6,157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN403b$510.8M7,1092024
001PENSION PLAN FOR THE EMPLOYEES OF CAROMONT HEALTHTraditionalDB$58.4M272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512CAROMONT HEALTH, INC. WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE CO.$2.8M6,1572024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica