Form 5500 · Employee benefit plan · SALEM, VA
CARTER MACHINERY COMPANY, INC.
Public Form 5500 records show how CARTER MACHINERY COMPANY, INC. (SALEM, VA) structures its employee benefits. Its broker of record is MCGRIFF INSURANCE SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1170559 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 3,018 | December | $201,688 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 4,141 | December | $29,072 |
| ANTHEM HEALTH PLANS OF VIRGINIA, INC. | Vision | 5,218 | December | $0 |
| PEAK HEALTH SERVICES, LLC | — | 1,135 | December | $0 |
Questions
Who is CARTER MACHINERY COMPANY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CARTER MACHINERY COMPANY, INC.'s broker of record is MCGRIFF INSURANCE SERVICES, INC..
What insurance carrier does CARTER MACHINERY COMPANY, INC. use?
CARTER MACHINERY COMPANY, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does CARTER MACHINERY COMPANY, INC.'s group plan renew?
The most recent Schedule A policy period for CARTER MACHINERY COMPANY, 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 MACHINERY COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.