Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$174K
- Other$118K
- Life$79K
- Long-term disability$79K
- Health$57K
- Vision$16K
Sponsor portfolio
CARTER MOTORS, INC.
EIN 91-0721708automotiveLatest filing 2024
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$365K premiums
Participants
642
5202 LEARY AVE NW - SEATTLE, WA 981074821206-782-7475carterseattle.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $365K premiums / 289 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- DELTA DENTAL OF CALIFORNIA40%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
- KAISER FOUNDATION HEALTH PLAN INC16%
- AFLAC11%
- WILLAMETTE DENTAL INSURANCE, INC.8%
- +1 more
Broker market share
Schedule A broker compensation
45%top
- LIBERTY BENEFITS GROUP LLC45%
- WILLIAM DUNAGAN19%
- MARY POHLMAN8%
- NFP INSURANCE SERVICES INC7%
- MJ INSURANCE6%
- +3 more
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 MOTORS, INC. 401(K) PLAN
401k
Assets$13.1M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CARTER MOTORS/CARTER SUBARU WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF WASHINGTON
Premiums$365K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARTER MOTORS, INC. 401(K) PLAN | 401k | $13.1M | 433 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CARTER MOTORS/CARTER SUBARU WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF WASHINGTON | $365K | 289 | 2024 |
Retirement plans
Welfare plans