Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$307K
- Vision$307K
- Life$307K
- Short-term disability$307K
- Long-term disability$307K
- +1 more
Sponsor portfolio
CARTER FUNDS LLC
EIN 84-2529306real estateLatest filing 2024
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$2.1M premiums
Participants
625
4890 W. KENNEDY BOULEVARD, SUITE 200 - TAMPA, FL 33609813-316-4251carterfunds.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 338 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITED HEALTHCARE INSURANCE COMPANY86%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
47%top
- INTRUST BUSINESS PARTNERS LLC47%
- THE BALDWIN GROUP WEST LLC37%
- MARSH & MCLENNAN AGENCY LLC16%
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 FUNDS LLC 401(K) PLAN
401k
Assets$7.4M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARTER FUNDS WELFARE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.1M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARTER FUNDS LLC 401(K) PLAN | 401k | $7.4M | 353 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARTER FUNDS WELFARE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.1M | 338 | 2024 |
Retirement plans
Welfare plans