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  1. Companies/
  2. CAROMONT HEALTH, INC.
Sponsor portfolioTH

CAROMONT HEALTH, INC.

EIN 58-1636959-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$512.1M assets
Welfare
1
$3.9M premiums
Participants
11,211
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-$1.3M - 0 part#512Mixed-$3.9M - 6,223 lives

Retirement portfolio analytics

2 plans aggregated / $512.1M assets / 7,109 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • INC. RETIREMENT Savings (#002)100%
  • OF CAROMONT HEALTH (#001)0%
Total $512.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)7,109
Total 7,109Click row to drill in

Benefits portfolio analytics

1 plan / $3.9M premiums / 6,223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Long-term disability$849K
  • Vision$830K
  • Other$49K
Total $3.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA56%
  • AETNA LIFE INSURANCE COMPANY23%
  • COMMUNITY EYE CARE21%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • CUSTOM BENEFIT PROGRAMS INC56%
  • WINSTON FINANCIAL SERVICE INC43%
  • AON CONSULTING INC1%
Total $245K3 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$1.3M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

CAROMONT HEALTH, INC. WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.9M
Covered lives6,223
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$1.3M02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512CAROMONT HEALTH, INC. WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.9M6,2232025
Retirement plans
Welfare plans
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