Carter Express, Inc.
Overview
Carter Express, Inc. sponsors a self-funded health plan that covered 1,655 participants in plan year 2024. The plan year starts in October. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,655
- Plan year
- Begins October 1 · next renewal October 2027
- Health plans filed
- Carter Express, Inc. Group Health and Welfare Benefit Plan, plan 503 (1,655 participants)
- Broker compensation
- $254K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Sun Life Assurance Company of Canada | Dental, Vision, Life, Short-term disability, Long-term disability | 1,560 | $1.9M | $244K |
| United Healthcare Insurance Company | Transplant | 1,501 | $99K | $10K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,655 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Carter Express, Inc.
- Sponsor EIN
- 35-1572938
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 35-1572938 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Carter Express, Inc.'s Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Carter Express, Inc..