Form 5500 · Employee benefit plan · TAMPA, FL
CARTER FUNDS, LLC
CARTER FUNDS, LLC of TAMPA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is INTRUST BUSINESS PARTNERS LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-2597836 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 269 | December | $27,302 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 353 | December | $0 |
Questions
Who is CARTER FUNDS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARTER FUNDS, LLC's broker of record is INTRUST BUSINESS PARTNERS LLC.
What insurance carrier does CARTER FUNDS, LLC use?
CARTER FUNDS, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does CARTER FUNDS, LLC's group plan renew?
The most recent Schedule A policy period for CARTER FUNDS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARTER FUNDS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.