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Sponsor portfolioWelfare / HealthEIN 37-1170559
CARTER MACHINERY COMPANY, INC.
1330 LYNCHBURG TURNPIKE · SALEM, VA 24153
5403871111
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
10,328
No prior year
Total participants
3,287
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #506$2.8M
CARTER MACHINERY COMPANY, INC. HEALTH AND WELFARE PLAN
Mixed10,328 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$557K
HOSPITALIZATION PLAN FOR EMPLOYEES OF CARTER MACHINERY COMPANY, INC.
Self-funded1,116 covered·1 carrier
Primary: ANTHEM HEALTH PLANS OF VIRGINIA, INC.
Plan #502$432K
GROUP LIFE ACCIDENT DEATH AND DISMEMBERMENT FOR EMPLOYEES OF CARTER MACHINERY COMPANY, INC.
Mixed1,216 covered·1 carrier
Primary: LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
Plan #501$320K
GROUP LONG TERM DISABILITY FBO EMPLOYEES OF CARTER MACHINERY COMPANY, INC.
Fully insured1,216 covered·1 carrier
Primary: LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
Plan #504$0
CARTER MACHINERY COMPANY, INC. CAFETERIA PLAN
Self-funded0 covered·0 carriers
Plan #505$0
PREPAID DENTAL CARE PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $2.7M | 36.1% | |
| Life | $2.4M | 31.4% | |
| Long-term disability | $2.4M | 31.4% | |
| Vision | $75K | 1.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LLTDOth | $2.4M | 84.7% | 1 | 1 | 3,270 |
EIN 561623293 | Oth | $356K | 12.7% | 1 | 1 | 0 |
EIN 540357120 | V | $75K | 2.7% | 1 | 1 | 10,328 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | SUN LIFE ASSURANCE COMPANY OF CANADA, ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $207K | $42K | $249K | 83.6% | 1 |
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | SUN LIFE ASSURANCE COMPANY OF CANADA, ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $49K | $0 | $49K | 16.4% | 1 |
History & trajectory
11 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