Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CARILION CLINIC
EIN 54-1190771hospital & health careLatest filing 2024
Plans
4
Retirement
3
$2.41B assets
Welfare
1
$20.8M premiums
Participants
49,855
PO BOX 12385 - ROANOKE, VA 240252385540-510-4730carilionclinic.orgLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $2.41B assets / 37,665 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $20.8M premiums / 18,422 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$5.9M
- Short-term disability$4.7M
- Long-term disability$3.4M
- Life$3.2M
- Vision$785K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA54%
- DELTA DENTAL OF CALIFORNIA28%
- AETNA LIFE INSURANCE COMPANY17%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Broker market share
Schedule A broker compensation
56%top
- AON CONSULTING INC56%
- CUSTOM BENEFIT PROGRAMS INC44%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN OF CARILION CLINIC
TraditionalDB
Assets$1.46B
Participants17,227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$822.2M
Participants17,556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$135.1M
Participants2,882
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#544
CARILION CLINIC WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF VIRGINIA
Premiums$20.8M
Covered lives18,422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN OF CARILION CLINIC | TraditionalDB | $1.46B | 17,227 | 2024 | |
| 002 | CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | 403b | $822.2M | 17,556 | 2024 | |
| 003 | CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN | 401k | $135.1M | 2,882 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 544 | CARILION CLINIC WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF VIRGINIA | $20.8M | 18,422 | 2024 |
Retirement plans
Welfare plans