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  2. Carroll College
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

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Carroll College

EIN 81-0231774-education management-Latest filing 2025
Plans
9
Retirement
1
$60.0M assets
Health & Benefits
8
$2.6M premiums
Participants
1,897
1601 N. BENTON AVENUE - HELENA, MT 596250001406-447-5432carroll.eduLinkedIn201-500 employeeseducation management
Plans on this EIN
9 filings
#001403(b)-$60.0M - 571 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+3 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 8 health and benefits plans.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CARROLL COLLEGE 403(B) PLAN

403(b)

Assets$60.0M
Participants571
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

CARROLL COLLEGE GROUP HEALTH INSURANCE

Fully insured - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$2.3M
Covered lives356
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510

CARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCE

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$106K
Covered lives134
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

CARROLL COLLEGE GROUP LIFE PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$66K
Covered lives297
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$36K
Covered lives240
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

CARROLL COLLEGE GROUP VISION PLAN

Fully insured - VISION SERVICE PLAN

Premiums$27K
Covered lives148
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511

CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$12K
Covered lives32
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#512

CARROLL COLLEGE GROUP ACCIDENT INSURANCE

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$10K
Covered lives50
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509

CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARROLL COLLEGE 403(B) PLAN403(b)$60.0M5712025
  • CARROLL COLLEGE 403(B) PLAN$60.0M
    #001 · 403(b) · 2025571

Health & Benefits plans

8 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • CARROLL COLLEGE GROUP HEALTH INSURANCE$2.3M
    #503 · Fully insured · BLUE CROSS BLUE SHIELD OF MONTANA · 2025356
  • CARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCE$106K
    #510 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025134
  • CARROLL COLLEGE GROUP LIFE PLAN$66K
    #505 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025297
  • CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN$36K
    #504 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025240
  • CARROLL COLLEGE GROUP VISION PLAN$27K
    #508 · Fully insured · VISION SERVICE PLAN · 2025148
  • CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE$12K
    #511 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 202532
  • CARROLL COLLEGE GROUP ACCIDENT INSURANCE$10K
    #512 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 202550
  • CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM$0
    #509 · Unknown · 20250
Retirement plans
Health & Benefits plans

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