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Sponsor portfolio

CARPENTER MEDIA GROUP, LLC

EIN 81-0572335-Latest filing 2025
Plans
4
Retirement
1
$4.7M assets
Welfare
3
$3.9M premiums
Participants
1,825
221 MAXIE THOMAS WAY, SUITE 102 - TUSCALOOSA, AL 35401601-445-3618
Plans on this EIN
4 filings
#001401k-$4.7M - 648 part#501Fully Insured-$3.1M - 486 lives#503Fully Insured-$486K - 332 lives#502Fully Insured-$278K - 512 lives

Benefits portfolio analytics

3 plans / $3.9M premiums / 1,330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$3.1M
  • Vision$3.1M
  • Prescription drug$3.1M
  • Other$764K
  • Life$278K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • UNITED AMERICAN INSURANCE COMPANY12%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • GALLAGHER BENEFIT SERVICES, INC.66%
  • LAKESHORE BENEFIT ALLIANCE LLC17%
  • SURETY MARKETING14%
  • LBA SERVICE LLC3%
Total $167K4 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

CARPENTER MEDIA GROUP 401(K) PLAN

401k

Assets$4.7M
Participants648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARPENTER MEDIA GROUP, LLC HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$3.1M
Covered lives486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CARPENTER MEDIA GROUP, LLC MEDICAL GAP PLAN

Fully Insured - GLOBE LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$486K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARPENTER MEDIA GROUP, LLC ANCILLARY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$278K
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARPENTER MEDIA GROUP 401(K) PLAN401k$4.7M6482024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARPENTER MEDIA GROUP, LLC HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$3.1M4862025
503CARPENTER MEDIA GROUP, LLC MEDICAL GAP PLANFully InsuredGLOBE LIFE AND ACCIDENT INSURANCE COMPANY$486K3322025
502CARPENTER MEDIA GROUP, LLC ANCILLARY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$278K5122025
Retirement plans
Welfare plans
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