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  2. JOHN H. CARTER CO., INC.
Sponsor portfolio

JOHN H. CARTER CO., INC.

EIN 72-0494338-industrial automation-Latest filing 2024
Plans
3
Retirement
2
$776.6M assets
Welfare
1
$1.3M premiums
Participants
2,603
17630 PERKINS ROAD - BATON ROUGE, LA 70810225-751-3788johnhcarter.comLinkedIn501-1000 employeesindustrial automation
Plans on this EIN
3 filings
#003ESOP-$731.5M - 864 part#002401k-$45.1M - 926 part#503Mixed-$1.3M - 1,405 lives

Retirement portfolio analytics

2 plans aggregated / $776.6M assets / 1,790 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • EMPLOYEE STOCK OWNERSHIP (#003)94%
  • PROFIT SHARING PLAN (#002)6%
Total $776.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)926
  • EMPLOYEE STOCK OWNERSHIP (#003)864
Total 1,790Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,405 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$783K
  • Short-term disability$783K
  • Long-term disability$783K
  • Other$783K
  • Dental$469K
  • Vision$469K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA63%
  • AMERITAS LIFE INSURANCE CORP.37%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $143K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MAGNOLIA EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$731.5M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHN H. CARTER CO., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$45.1M
Participants926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

JOHN H CARTER CO INC CAFETERIA PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives1,405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MAGNOLIA EMPLOYEE STOCK OWNERSHIP PLANESOP$731.5M8642024
002JOHN H. CARTER CO., INC. 401(K) PROFIT SHARING PLAN401k$45.1M9262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503JOHN H CARTER CO INC CAFETERIA PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M1,4052024
Retirement plans
Welfare plans
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