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  2. CARR, RIGGS & INGRAM, LLC
Sponsor portfolio

CARR, RIGGS & INGRAM, LLC

EIN 72-1396621-management consulting-Latest filing 2024
Plans
2
Retirement
1
$328.2M assets
Welfare
1
$1.5M premiums
Participants
5,493
901 BOLL WEEVIL CIRCLE, STE 200 - ENTERPRISE, AL 36330334-347-0088cricpa.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$328.2M - 2,750 part#501Mixed-$1.5M - 2,094 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,094 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$924K
  • Short-term disability$859K
  • Long-term disability$468K
  • Vision$161K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
  • VISION SERVICE PLAN11%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
0%top
  • INSURANCE OFFICE OF AMERICA0%
Total $01 slice

Plan deep-dives

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

CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST

401k

Assets$328.2M
Participants2,750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARR RIGGS & INGRAM, LLC FLEXIBLE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives2,094
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST401k$328.2M2,7502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARR RIGGS & INGRAM, LLC FLEXIBLE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.5M2,0942024
Retirement plans
Welfare plans
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