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Sponsor portfolioWelfare / HealthEIN 20-5539935
CARTER BANK & TRUST
9112 VIRGINIA AVENUE · BASSETT, VA 24055
2766293331
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$544K
No prior year
Persons covered
940
No prior year
Total participants
689
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $472K | 24.1% | |
| Short-term disability | $472K | 24.1% | |
| Long-term disability | $472K | 24.1% | |
| Other | $472K | 24.1% | |
| Vision | $72K | 3.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTDOth | $472K | 86.8% | 1 | 1 | 689 |
EIN 430949844 | V | $72K | 13.2% | 1 | 1 | 940 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | GLEN ALLEN, VA | HARTFORD LIFE AND ACCIDENT, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $27K | $11K | $38K | 100.0% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan