Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$179K
- Vision$179K
- Life$179K
- Short-term disability$179K
- Long-term disability$179K
- Other$179K
Sponsor portfolioTH
CARITHERS WALLACE COURTENAY, LLC
EIN 82-4173532furnitureLatest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$179K premiums
Participants
289
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $179K premiums / 118 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- STERLING SEACREST PRITCHARD, 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#002
CARITHERS-WALLACE-COURTENAY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.6M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARITHERS WALLACE COURTENAY, LLC BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$179K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARITHERS-WALLACE-COURTENAY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.6M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARITHERS WALLACE COURTENAY, LLC BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $179K | 118 | 2025 |
Retirement plans
Welfare plans