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CARROLL COLLEGE

EIN 81-0231774-education management-Latest filing 2025
Plans
9
Retirement
1
$55.3M assets
Welfare
8
$2.6M premiums
Participants
1,888
1601 NORTH BENTON AVE - HELENA, MT 596250001406-447-5400carroll.eduLinkedIn201-500 employeeseducation management
Plans on this EIN
9 filings
#001403b-$55.3M - 562 part#503Fully Insured-$2.3M - 356 lives#510Fully Insured-$106K - 134 lives#505Fully Insured-$66K - 297 lives#504Fully Insured-$36K - 240 lives#508Fully Insured-$27K - 148 lives#511Fully Insured-$12K - 32 lives#512Fully Insured-$10K - 50 lives#509Unknown-0 lives

Benefits portfolio analytics

8 plans / $2.6M premiums / 1,257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$106K
  • Life$66K
  • Long-term disability$36K
  • Vision$27K
  • Short-term disability$22K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $92K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARROLL COLLEGE 403(B) PLAN

403b

Assets$55.3M
Participants562
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CARROLL COLLEGE GROUP HEALTH INSURANCE

Fully Insured - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$2.3M
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

CARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$106K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

CARROLL COLLEGE GROUP LIFE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$66K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$36K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

CARROLL COLLEGE GROUP VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$27K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$12K
Covered lives32
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

CARROLL COLLEGE GROUP ACCIDENT INSURANCE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$10K
Covered lives50
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARROLL COLLEGE 403(B) PLAN403b$55.3M5622024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CARROLL COLLEGE GROUP HEALTH INSURANCEFully InsuredBLUE CROSS BLUE SHIELD OF MONTANA$2.3M3562025
510CARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$106K1342025
505CARROLL COLLEGE GROUP LIFE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$66K2972025
504CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$36K2402025
508CARROLL COLLEGE GROUP VISION PLANFully InsuredVISION SERVICE PLAN$27K1482025
511CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$12K322025
512CARROLL COLLEGE GROUP ACCIDENT INSURANCEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$10K502025
509CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAMUnknown-$002025
Retirement plans
Welfare plans
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