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Form 5500 · Employee benefit plan · ANDERSON, IN

CARTER EXPRESS, INC.

Public Form 5500 records show how CARTER EXPRESS, INC. (ANDERSON, IN) structures its employee benefits. Its broker of record is COTTINGHAM AND BUTLER INSURANCE. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1572938 · plan 503 · as of Jul 2026

Participants
1,632
Carriers on file
2
Disclosed commissions
$254,193
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADADental, Vision, Life, Disability1,560December$244,334
UNITED HEALTHCARE INSURANCE COMPANY1,501September$9,859

Questions

Who is CARTER EXPRESS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, CARTER EXPRESS, INC.'s broker of record is COTTINGHAM AND BUTLER INSURANCE.

What insurance carrier does CARTER EXPRESS, INC. use?

CARTER EXPRESS, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.

When does CARTER EXPRESS, INC.'s group plan renew?

The most recent Schedule A policy period for CARTER EXPRESS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CARTER EXPRESS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.