Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Prescription drug$6.6M
- Other$419K
- Short-term disability$271K
- Long-term disability$271K
- Life$148K
- +1 more
Sponsor portfolio
CARLIN GROUP HOLDCO
EIN 83-2787864accountingLatest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$7.1M premiums
Participants
1,224
651 WEST WASHINGTON BOULEVARD, SUITE 600 - CHICAGO, IL 60661630-539-3100carlin.inLinkedIn501-1000 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.1M premiums / 1,214 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- HARTFORD LIFE AND ACCIDENT4%
- DEARBORN LIFE INSURANCE COMPANY2%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CA CARLIN 401(K) PLAN
401k
Assets$17.4M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARLIN GROUP WELFARE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$7.1M
Covered lives1,214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CA CARLIN 401(K) PLAN | 401k | $17.4M | 399 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARLIN GROUP WELFARE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $7.1M | 1,214 | 2025 |
Retirement plans
Welfare plans