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Sponsor portfolioWelfare / HealthEIN 41-0694747

CARLETON COLLEGE

ONE NORTH COLLEGE STREET · NORTHFIELD, MN 55057
5072225989
Plans filed
10
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,604
No prior year
Total participants
1,131
No prior year
Plans filed
10
No prior year

Plans under this sponsor

10 plans
Plan #510$1.4M
CARLETON COLLEGE HEALTH & WELFARE COMPREHENSIVE BENEFIT PLAN
Mixed1,604 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #514$1.2M
CARLETON COLLEGE VOLUNTARY LIFE PLAN
Mixed367 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$131K
CARLETON COLLEGE GROUP DISABILITY PLAN
Fully insured570 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #501$111K
CARLETON COLLEGE GROUP LIFE INSURANCE PLAN
Fully insured749 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #515$52K
GROUP VISION CARE POLICY
Fully insured370 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #512$20K
CARLETON COLLEGE AD&D PLAN
Fully insured745 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #513$16K
CARLETON COLLEGE VOLUNTARY AD&D PLAN
Fully insured377 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$0
CARLETON COLLEGE EMPLOYEE FSA PLAN
Self-funded0 covered·0 carriers
Plan #508$0
CARLETON COLLEGE MEDICAL BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #511$0
CARLETON COLLEGE EAP PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$721K25.3%
Long-term disability$721K25.3%
Other$721K25.3%
Dental$624K21.9%
Vision$64K2.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$721K51.2%111,604
DELTA DENTAL OF CALIFORNIA
EIN 410952670
D
$624K44.3%111,272
VISION SERVICE PLAN
EIN 061227840
V
$64K4.5%11434

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCBLOOMINGTON, MNUNUM LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN$114K$19K$133K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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