Carter-Jones Companies, Inc.
Overview
Carter-Jones Companies, Inc. sponsors a self-funded health plan that covered 4,436 participants in plan year 2025, up 2% from the prior year. The plan year starts in January. 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
- 4,436 · prior year 4,336
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Carter Companies Employee Welfare Plan, plan 501 (4,436 participants)
- Stop-loss carrier
- Community Insurance Company
- Broker compensation
- $600K 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Dental, Vision, Life, Short-term disability, Long-term disability, Medical | 7,348 | $5.2M | $599K |
| Community Insurance Company | Stop-loss | 6,484 | $3.0M | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 4,436 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 2025
- Plan sponsor
- Carter-Jones Companies, Inc.
- Sponsor EIN
- 34-1128274
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 34-1128274 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Carter-Jones Companies 401(k) Retirement Plan
- Type
- 401(k) plan
- Participants
- 6,805
About this data
Source: Carter-Jones Companies, Inc.'s Form 5500 filing for plan year 2025 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-Jones Companies, Inc..