Plan Ledger DOL Form 5500 · updated monthly

Carter Funds, LLCbenefits

Carter Funds Welfare Benefit Plan · TAMPA, FL · plan year 2024

Broker compensation reported · 2024
$113,092

Carter Funds, LLC's benefits plans covered 270 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $113,092 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $419 per covered person, above the median for employer plans that report broker pay. Broker pay rose 2.9% from $109,879 in 2023.

Insurance contracts · 20242
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 338 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 270 covered
Brokers & agents paid · 20243
INTRUST BUSINESS PARTNERS LLC$53,329 · incl $38,648 fees
THE BALDWIN GROUP SOUTHEAST, LLC$41,985 · incl $36,191 fees
MARSH & MCLENNAN AGENCY LLC- NE$17,778 · incl $12,956 fees
Also brokered by Intrust Business Partners LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 842529306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.