Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$935K
- Dental$935K
- Vision$935K
Sponsor portfolio
CARTER HEALTHCARE, LLC
EIN 73-1443438Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$935K premiums
Participants
761
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $935K premiums / 181 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- AETNA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
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 HEALTHCARE, LLC 401(K) AND PROFIT SHARING PLAN
401k
Assets$10.9M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARTER HEALTHCARE, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$935K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARTER HEALTHCARE, LLC 401(K) AND PROFIT SHARING PLAN | 401k | $10.9M | 576 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARTER HEALTHCARE, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $935K | 181 | 2025 |
Retirement plans
Welfare plans