Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$50K
- Short-term disability$50K
- Long-term disability$50K
- Other$50K
Sponsor portfolio
CARITHERS-WALLACE-COURTENAY, LLC
EIN 58-2576531furnitureLatest filing 2024
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$50K premiums
Participants
237
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $50K premiums / 99 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
57%top
- DIGITAL INSURANCE LLC57%
- STERLING SEACREST PRITCHARD, INC.43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARITHERS WALLACE COURTENAY 401(K) RETIREMENT PLAN
401k
Assets$12.8M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARITHERS WALLACE COURTENAY HEALTH AND WELFARE
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$50K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARITHERS WALLACE COURTENAY 401(K) RETIREMENT PLAN | 401k | $12.8M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARITHERS WALLACE COURTENAY HEALTH AND WELFARE | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $50K | 99 | 2024 |
Retirement plans
Welfare plans