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Sponsor portfolio

CARTER-HASTON REAL ESTATE SERVICES, INC.

EIN 62-1345197-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$3.3M premiums
Participants
1,083
1005 17TH AVENUE SOUTH,, SUITE 700 - NASHVILLE, TN 37212615-279-9200
Plans on this EIN
2 filings
#001401k-$5.2M - 720 part#502Fully Insured-$3.3M - 415 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$564K
  • Vision$564K
  • Life$564K
  • Short-term disability$564K
  • Long-term disability$564K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • AUSTIN MADISON50%
  • HUB INTERNATIONAL MIDWEST LIMITED48%
  • THE CASON GROUP INC2%
Total $177K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARTER-HASTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.2M
Participants720
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CARTER-HASTON REAL ESTATE SERVICES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$3.3M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARTER-HASTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$5.2M7202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CARTER-HASTON REAL ESTATE SERVICES, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$3.3M4152024
Retirement plans
Welfare plans
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