Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.9M
- Other$1.9M
- Long-term disability$1.6M
- Life$1.2M
- Health$407K
- Dental$407K
Sponsor portfolio
THE CARLYLE GROUP EMPLOYEE CO., L.L.C.
EIN 52-1887096Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$557.4M assets
Welfare
2
$5.6M premiums
Participants
4,628
1001 PENNSYLVANIA AVENUE NW, STE 220 SOUTH - WASHINGTON, DC 20004202-729-5743
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $5.6M premiums / 3,304 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
- UNUM LIFE INSURANCE COMPANY OF AMERICA26%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
44%top
- WILLIS TOWERS WATSON US LLC44%
- GREGORY KARL LARGE12%
- SCOTT GREENFIELD12%
- MICHAEL ROSENBERG8%
- BRIAN KAPLAN6%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CARLYLE GROUP 401(K) PLAN
401k
Assets$557.4M
Participants2,635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CARLYLE GROUP HEALTH AND WELFARE PLANS
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)
Premiums$5.6M
Covered lives3,304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
CARLYLE GROUP FLEXIBLE SPENDING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CARLYLE GROUP 401(K) PLAN | 401k | $557.4M | 2,635 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CARLYLE GROUP HEALTH AND WELFARE PLANS | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | $5.6M | 3,304 | 2025 | |
| 520 | CARLYLE GROUP FLEXIBLE SPENDING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans