Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$616K
- Life$341K
- Long-term disability$341K
- Other$341K
- Vision$63K
Sponsor portfolioTH
CARLETON COLLEGE
EIN 41-0694747higher educationLatest filing 2024
Plans
2
Retirement
1
$396.7M assets
Welfare
1
$1.0M premiums
Participants
3,011
STRONG HOUSE, ONE NORTH COLLEGE ST - NORTHFIELD, MN 550574044507-222-4068carleton.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 1,573 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- DELTA DENTAL OF CALIFORNIA60%
- UNUM LIFE INSURANCE COMPANY OF AMERICA33%
- VISION SERVICE PLAN6%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
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 - DELTA DENTAL OF MINNESOTA
Premiums$1.0M
Covered lives1,573
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 | DELTA DENTAL OF MINNESOTA | $1.0M | 1,573 | 2024 |
Retirement plans
Welfare plans