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THE CARLE FOUNDATION

EIN 37-0673465-medical practice-Latest filing 2024
Plans
7
Retirement
1
$217.8M assets
Welfare
6
$7.4M premiums
Participants
74,599
221 NORTHEAST GLEN OAK AVENUE - PEORIA, IL 616360002309-347-1151LinkedIn1-10 employeesmedical practice
Plans on this EIN
7 filings
#006TraditionalDB-$217.8M - 2,617 part#510Fully Insured-$4.0M - 15,066 lives#502Fully Insured-$3.4M - 12,472 lives#506Fully Insured-$2K - 11,832 lives#504Self Funded-0 lives#509Self Funded-0 lives#513Unknown-0 lives

Benefits portfolio analytics

6 plans / $7.4M premiums / 39,370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.0M
  • Long-term disability$3.4M
  • Other$2K
Total $7.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • HARTFORD LIFE AND ACCIDENT100%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $7.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • CERTIFIED PROCESSING CORP0%
Total $711K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

CARLE HEALTH CENTRAL ILLINOIS PENSION PLAN

TraditionalDB

Assets$217.8M
Participants2,617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CARLE FOUNDATION AND AFFILIATES GROUP TERM LIFE INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$4.0M
Covered lives15,066
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARLE FOUNDATION AND AFFILIATES LONG-TERM DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$3.4M
Covered lives12,472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

THE CARLE FOUNDATION 24 HOUR BUSINESS ACTIVITY INSURANCE

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2K
Covered lives11,832
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE CARLE FOUNDATION EMPLOYEES HEALTH INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

THE CARLE FOUNDATION SECTION 125 PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

THE CARLE FOUNDATION EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006CARLE HEALTH CENTRAL ILLINOIS PENSION PLANTraditionalDB$217.8M2,6172024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CARLE FOUNDATION AND AFFILIATES GROUP TERM LIFE INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$4.0M15,0662024
502CARLE FOUNDATION AND AFFILIATES LONG-TERM DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$3.4M12,4722024
506THE CARLE FOUNDATION 24 HOUR BUSINESS ACTIVITY INSURANCEFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2K11,8322024
504THE CARLE FOUNDATION EMPLOYEES HEALTH INSURANCE PLANSelf Funded-$002024
509THE CARLE FOUNDATION SECTION 125 PLANSelf Funded-$002024
513THE CARLE FOUNDATION EMPLOYEE ASSISTANCE PROGRAMUnknown-$002024
Retirement plans
Welfare plans
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