Carter Funds Welfare Benefit Plan — Form 5500 plan (Carter Funds, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carter Funds Welfare Benefit Plan is a benefit plan reported by Carter Funds, LLC under EIN 84-2529306 and plan number 501. The latest loaded filing year is 2023. The filing reports 263 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carter Funds, LLC
- EIN
- 84-2529306
- Plan number
- 501
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch CView filing →
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1