| Plan Name | CARRIER GROUP 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MANAGEMENT BY CARRIER, INC. |
| Employer identification number (EIN): | 204445613 |
| NAIC Classification: | 541600 |
Additional information about MANAGEMENT BY CARRIER, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2006-02-27 |
| Company Identification Number: | 0800619670 |
| Legal Registered Office Address: |
608 ROLLINGBROOK DR BAYTOWN United States of America (USA) 77521 |
More information about MANAGEMENT BY CARRIER, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ANTHONY EDMONDS | 2024-10-15 | ||
| 001 | 2022-01-01 | ANTHONY EDMONDS | 2023-10-13 | ||
| 001 | 2021-01-01 | ANTHONY EDMONDS | 2022-10-17 | ||
| 001 | 2020-01-01 | ANTHONY EDMONDS | 2021-10-13 | ||
| 001 | 2019-01-01 | ANTHONY EDMONDS | 2020-10-14 | ||
| 001 | 2018-01-01 | ANTHONY EDMONDS | 2019-10-14 | ||
| 001 | 2017-01-01 | ANTHONY EDMONDS | 2018-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CARRIER GROUP 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-14 | 69355 |
| Net assets as of the end of the plan year | 2025-10-14 | 1191731 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 1032796 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 100000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 112364 |
| Value of participant loans at end of plan year | 2025-10-14 | 75220 |
| Other income to plan in this plan year | 2025-10-14 | 115926 |
| Plan net income in this plan year | 2025-10-14 | 158935 |
| Net assets as of the end of the plan year | 2025-10-14 | 1191731 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 1032796 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 13571 |
| 2024 : CARRIER GROUP 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 100081 |
| Net assets as of the end of the plan year | 2024-10-15 | 1032796 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 875201 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 100903 |
| Value of participant loans at end of plan year | 2024-10-15 | 5514 |
| Other contributions to plan in this plan year | 2024-10-15 | 16976 |
| Other income to plan in this plan year | 2024-10-15 | 139797 |
| Plan net income in this plan year | 2024-10-15 | 157595 |
| Net assets as of the end of the plan year | 2024-10-15 | 1032796 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 875201 |
| Fees paid to broker by Benefit Provider | 2024-10-15 | 42 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 11564 |