Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$721K
- Long-term disability$721K
- Other$721K
- Dental$624K
- Vision$64K
Sponsor portfolioTH
CARLETON COLLEGE
EIN 41-0694747higher educationLatest filing 2025
Plans
2
Retirement
1
$396.7M assets
Welfare
1
$1.4M premiums
Participants
3,349
ONE NORTH COLLEGE STREET - NORTHFIELD, MN 55057507-222-5989carleton.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,604 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA51%
- DELTA DENTAL OF CALIFORNIA44%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARLETON COLLEGE DEFINED CONTRIBUTION PLAN
403b
Assets$396.7M
Participants2,218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CARLETON COLLEGE HEALTH & WELFARE COMPREHENSIVE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.4M
Covered lives1,604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLETON COLLEGE DEFINED CONTRIBUTION PLAN | 403b | $396.7M | 2,218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CARLETON COLLEGE HEALTH & WELFARE COMPREHENSIVE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.4M | 1,604 | 2025 |
Retirement plans
Welfare plans