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Sponsor portfolio

CARTER DUNCAN LP

EIN 95-3621511-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.0M premiums
Participants
215
5427 HOLLISTER AVENUE - SANTA BARBARA, CA 931112345805-964-9610
Plans on this EIN
2 filings
#001401k-$5.6M - 113 part#501Fully Insured-$1.0M - 104 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$952K
  • Prescription drug$952K
  • Dental$64K
  • Vision$64K
  • Life$18K
  • Other$11K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • STANDARD INSURANCE COMPANY1%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • ENROLLEASE86%
  • DIGITAL INSURANCE LLC13%
  • CENTRO BENEFITS RESEARCH LLC1%
Total $69K3 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

SEYMOUR DUNCAN 401(K) PROFIT SHARING PLAN

401k

Assets$5.6M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SEYMOUR DUNCAN HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEYMOUR DUNCAN 401(K) PROFIT SHARING PLAN401k$5.6M1132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SEYMOUR DUNCAN HEALTH & WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.0M1042024
Retirement plans
Welfare plans
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