Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$118K
- Other$118K
- Dental$112K
- Vision$112K
- Short-term disability$112K
- Long-term disability$112K
Sponsor portfolio
CARTERET MANAGEMENT CORPORATION
EIN 59-1348025real estateLatest filing 2025
Plans
2
Retirement
1
$711K assets
Welfare
1
$118K premiums
Participants
283
180 FOUNTAIN PARKWAY N, SUITE 100 - SAINT PETERSBURG, FL 33716813-514-1869carteretmanagement.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $118K premiums / 77 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY94%
- UNITEDHEALTHCARE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
92%top
- BROWN & BROWN INSURANCE SERVICES92%
- GIS BENEFITS INC5%
- HAYS COMPANIES, INC.1%
- BOON CHAPMAN BENEFIT ADMINISTRATORS1%
- MARK S METTILLE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#101
CARTERET MANAGEMENT CORPORATION 401(K) PLAN
401k
Assets$711K
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARTERET MANAGEMENT CORPORATION BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$118K
Covered lives77
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 101 | CARTERET MANAGEMENT CORPORATION 401(K) PLAN | 401k | $711K | 122 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARTERET MANAGEMENT CORPORATION BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $118K | 77 | 2025 |
Retirement plans
Welfare plans