Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CARRIER GLOBAL CORPORATION
EIN 83-4051582ManufacturingLatest filing 2024
Plans
3
Retirement
2
$1.21B assets
Welfare
1
$11.2M premiums
Participants
27,235
13995 PASTEUR BLVD - PALM BEACH GARDENS, FL 33418561-365-2000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.21B assets / 15,557 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
82%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $11.2M premiums / 13,841 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$5.3M
- Long-term disability$3.3M
- Other$1.6M
- Dental$1.3M
- Vision$791K
- Health$459K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY77%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
- EYEMED VISION CARE7%
- UNIMERICA INSURANCE COMPANY2%
- HAWAII MEDICAL SERVICE ASSOCIATION2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARRIER RETIREMENT SAVINGS PLAN
401k
Assets$998.1M
Participants13,622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARRIER REPRESENTED EMPLOYEE PENSION PLAN
TraditionalDB
Assets$214.9M
Participants1,935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMPLOYEE GROUP HEALTH PLAN OF CARRIER GLOBAL CORPORATION
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$11.2M
Covered lives13,841
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARRIER RETIREMENT SAVINGS PLAN | 401k | $998.1M | 13,622 | 2024 | |
| 002 | CARRIER REPRESENTED EMPLOYEE PENSION PLAN | TraditionalDB | $214.9M | 1,935 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMPLOYEE GROUP HEALTH PLAN OF CARRIER GLOBAL CORPORATION | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11.2M | 13,841 | 2024 |
Retirement plans
Welfare plans