Sponsor portfolioTH

CARNIVAL CORPORATION

EIN 59-1562976leisure, travel & tourismLatest filing 2024

Plans

Retirement

$508.8M assets

Welfare

$7.5M premiums

Participants

8,043

3655 NW 87TH AVE - DORAL, FL 331782418305-599-2600carnivalcorp.comLinkedIn10001+ employeesleisure, travel & tourism

Plans on this EIN

3 filings

#002401k-$500.6M - 4,597 part #001TraditionalDB-$8.2M - 389 part #501Fully Insured-$7.5M - 6,436 lives

Retirement portfolio analytics

2 plans aggregated / $508.8M assets / 4,986 participants

Assets by plan

Share of aggregate retirement assets

98%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

98%top

MERRILL LYNCH PIERCE FENNER & SMITH98%
(Not disclosed)2%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $7.5M premiums / 6,436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$4.1M
Prescription drug$4.1M
Dental$3.8M
Life$1.3M
Long-term disability$841K
Short-term disability$654K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

51%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY51%
LIFE INSURANCE COMPANY OF NORTH AMERICA39%
VISION SERVICE PLAN5%
PAN-AMERICAN LIFE INSURANCE COMPANY4%
METROPOLITAN LIFE INSURANCE COMPANY1%

Broker market share

Schedule A broker compensation

Single broker

100%top

MERCER HEALTH AND BENEFITS, LLC100%

Plan deep-dives

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

Retirement#002

THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN

401k

Assets$500.6M

Participants4,597

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001