PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Carle Foundation
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

The Carle Foundation

EIN 37-0673465-medical practice-Latest filing 2025
Plans
7
Retirement
1
$223.0M assets
Health & Benefits
6
$6.1M premiums
Participants
76,928
221 NORTHEAST GLEN OAK AVENUE - PEORIA, IL 616360002309-347-1151LinkedIn1-10 employeesmedical practice
Plans on this EIN
7 filings
#006Traditional DB-$223.0M - 2,590 part#510Fully insured-$3.4M - 14,953 lives#502Fully insured-$2.8M - 12,428 lives#506Fully insured-$2K - 12,461 lives#504Self-funded-0 lives#509Self-funded-0 lives#513Unknown-0 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.

Benefits portfolio analytics

6 plans / $6.1M premiums / 39,842 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.4M
  • Long-term disability$2.8M
  • Other$2K
Total $6.1M3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#006

CARLE HEALTH CENTRAL ILLINOIS PENSION PLAN

Traditional DB

Assets$223.0M
Participants2,590
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

CARLE FOUNDATION AND AFFILIATES GROUP TERM LIFE INSURANCE PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$3.4M
Covered lives14,953
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CARLE FOUNDATION AND AFFILIATES LONG-TERM DISABILITY PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$2.8M
Covered lives12,428
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

THE CARLE FOUNDATION 24 HOUR BUSINESS ACTIVITY INSURANCE

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2K
Covered lives12,461
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

THE CARLE FOUNDATION EMPLOYEES HEALTH INSURANCE PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509

THE CARLE FOUNDATION SECTION 125 PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#513

THE CARLE FOUNDATION EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#006CARLE HEALTH CENTRAL ILLINOIS PENSION PLANTraditional DB$223.0M2,5902025
  • CARLE HEALTH CENTRAL ILLINOIS PENSION PLAN$223.0M
    #006 · Traditional DB · 20252,590

Health & Benefits plans

6 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510CARLE FOUNDATION AND AFFILIATES GROUP TERM LIFE INSURANCE PLANFully insuredHARTFORD LIFE AND ACCIDENT$3.4M14,9532025
#502CARLE FOUNDATION AND AFFILIATES LONG-TERM DISABILITY PLANFully insuredHARTFORD LIFE AND ACCIDENT$2.8M12,4282025
#506THE CARLE FOUNDATION 24 HOUR BUSINESS ACTIVITY INSURANCEFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2K12,4612025
#504THE CARLE FOUNDATION EMPLOYEES HEALTH INSURANCE PLANSelf-funded-$002025
#509THE CARLE FOUNDATION SECTION 125 PLANSelf-funded-$002025
#513THE CARLE FOUNDATION EMPLOYEE ASSISTANCE PROGRAMUnknown-$002025
  • CARLE FOUNDATION AND AFFILIATES GROUP TERM LIFE INSURANCE PLAN$3.4M
    #510 · Fully insured · HARTFORD LIFE AND ACCIDENT · 202514,953
  • CARLE FOUNDATION AND AFFILIATES LONG-TERM DISABILITY PLAN$2.8M
    #502 · Fully insured · HARTFORD LIFE AND ACCIDENT · 202512,428
  • THE CARLE FOUNDATION 24 HOUR BUSINESS ACTIVITY INSURANCE$2K
    #506 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 202512,461
  • THE CARLE FOUNDATION EMPLOYEES HEALTH INSURANCE PLAN$0
    #504 · Self-funded · 20250
  • THE CARLE FOUNDATION SECTION 125 PLAN$0
    #509 · Self-funded · 20250
  • THE CARLE FOUNDATION EMPLOYEE ASSISTANCE PROGRAM$0
    #513 · Unknown · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica