Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$218K
- Dental$177K
- Vision$177K
- Life$177K
- +2 more
Sponsor portfolio
CARILLON, INC.
EIN 74-2070670hospital & health careLatest filing 2025
Plans
2
Retirement
1
$979K assets
Welfare
1
$1.6M premiums
Participants
404
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 291 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- METROPOLITAN LIFE INSURANCE COMPANY12%
- ASSURITY LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
76%top
- GALLAGHER BENEFIT SERVICES, INC.76%
- RISK SERVICES OF LOUISIANA INC17%
- MASS GROUP MARKETING INC6%
- MARSH & MCLENNAN AGENCY LLC2%
- IGH GALBRAITH LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARILLON, INC. EMPLOYEE SAVINGS PLAN
403b
Assets$979K
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARILLON, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.6M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARILLON, INC. EMPLOYEE SAVINGS PLAN | 403b | $979K | 258 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARILLON, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.6M | 291 | 2025 |
Retirement plans
Welfare plans