Form 5500 · Employee benefit plan · TAMPA, FL
CARTER FUNDS LLC
Public Form 5500 records show how CARTER FUNDS LLC (TAMPA, FL) structures its employee benefits. Its broker of record is CETERA ADVISOR NETWORKS LLC. Coverage is written through NATIONWIDE LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-2529306 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | — | — | December | $301 |
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 CETERA ADVISOR NETWORKS LLC.
What insurance carrier does CARTER FUNDS LLC use?
CARTER FUNDS LLC's benefit plan is written through NATIONWIDE LIFE INSURANCE COMPANY.
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.