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Sponsor portfolioWelfare / HealthEIN 52-1887096
THE CARLYLE GROUP EMPLOYEE CO, LLC
1001 PENNSYLVANIA AVE. NW · WASHINGTON, DC 20004
2027295626
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.6M
No prior year
Persons covered
3,304
No prior year
Total participants
1,993
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $2.9M | 34.0% | |
| Other | $1.9M | 22.8% | |
| Long-term disability | $1.6M | 19.3% | |
| Life | $1.2M | 14.3% | |
| Health | $407K | 4.8% | |
| Dental | $407K | 4.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDSLOth | $3.4M | 59.8% | 1 | 3 | 3,106 |
EIN 010278678 | LLTDOth | $1.5M | 26.3% | 1 | 3 | 3,304 |
EIN 041590850 | LTD | $778K | 13.9% | 1 | 1 | 280 |
Broker overview
44 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | UNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $116K | $20K | $136K | 44.3% | 1 |
| GREGORY KARL LARGE | STAMFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $35K | $2K | $37K | 12.1% | 1 |
| SCOTT GREENFIELD | BOCA RATON, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | $36K | $36K | 11.8% | 1 |
| MICHAEL ROSENBERG | DELRAY BEACH, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $26K | $0 | $26K | 8.3% | 1 |
| BRIAN KAPLAN | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $18K | $968 | $19K | 6.2% | 1 |
| MATTHEW SENDACH | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $16K | $716 | $17K | 5.5% | 1 |
| FREDERICK BERNARD DENITZ | LOS ANGELES, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $4K | $236 | $5K | 1.5% | 1 |
| VINCENT TRIMARCO | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $3K | $283 | $4K | 1.2% | 1 |
| PETER H DODD | STAMFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $3K | $263 | $4K | 1.2% | 1 |
| ZACHARY KRIFTCHER | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $3K | $97 | $3K | 1.1% | 1 |
| TODD HUNTER PARKER | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | $13 | $2K | 0.7% | 1 |
| ARI GREENMAN | STAMFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | $8 | $2K | 0.6% | 1 |
| MARY JANE SCHROEDER | LOS ANGELES, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | $28 | $2K | 0.6% | 1 |
| STEFAN ERICH GREENBERG | STAMFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.5% | 1 |
| DARREN MARC GERSTENBLATT | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.5% | 1 |
| JOSHUA T LIEBERMAN | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $7 | $1K | 0.4% | 1 |
| BENJAMIN A KLEINSCHMIDT | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.4% | 1 |
| EDGAR F WHITMORE | LOS ANGELES, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.4% | 1 |
| GAVRIEL C EPSTEIN | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $981 | $3 | $984 | 0.3% | 1 |
| CHASE BENJAMIN GOLOMB | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $826 | $4 | $830 | 0.3% | 1 |
| JARED FUNK | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $799 | $0 | $799 | 0.3% | 1 |
| ROBERT J SEGALL | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $788 | $6 | $794 | 0.3% | 1 |
| JARAD PLUMMER | MOUNT PLEASANT, SC | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $756 | $0 | $756 | 0.2% | 1 |
| BRENDAN J KENNY | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $666 | $6 | $672 | 0.2% | 1 |
| JENNIFER PAIGE MANN | CHICAGO, IL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $647 | $3 | $650 | 0.2% | 1 |
| BRITT A SZOSTAK | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $407 | $0 | $407 | 0.1% | 1 |
| DAVID A SUZZAN | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $337 | $0 | $337 | 0.1% | 1 |
| MAXIMILIAN MEDIAVILLA | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $296 | $39 | $335 | 0.1% | 1 |
| BRIAN CHARLES JOHNSTON | DELRAY BEACH, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $297 | $23 | $320 | 0.1% | 1 |
| MALCOLM BOSSE | NAPLES, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $284 | $30 | $314 | 0.1% | 1 |
| BRANDON STONE | HUNT VALLEY, MD | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $225 | $14 | $239 | 0.1% | 1 |
| MICHAEL A BOOK | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $104 | $104 | $208 | 0.1% | 1 |
| ANDREW L MOORE | NEWPORT BEACH, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $207 | $0 | $207 | 0.1% | 1 |
| NOAH WILLS | BOCA RATON, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $193 | $0 | $193 | 0.1% | 1 |
| GREGORY LARGE | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $0 | $156 | $156 | 0.1% | 1 |
| GIL ELMALEH | RICHMOND, VA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $125 | $0 | $125 | 0.0% | 1 |
| JOHN J MILLER | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $108 | $0 | $108 | 0.0% | 1 |
| PAUL DAVID FERRANTE | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $93 | $0 | $93 | 0.0% | 1 |
| BRETT NORTON | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $89 | $0 | $89 | 0.0% | 1 |
| GREGORY LOUIS OLSEN | DELRAY BEACH, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $51 | $0 | $51 | 0.0% | 1 |
| JOSEPH VINCENT GUEVARA | WALNUT CREEK, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $22 | $0 | $22 | 0.0% | 1 |
| WILLIAM BASEL | LOS ANGELES, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $18 | $0 | $18 | 0.0% | 1 |
| VAN MICHAEL HESS | LOS ANGELES, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $7 | $0 | $7 | 0.0% | 1 |
| VICTOR B GOLDMAN | SCOTTSDALE, AZ | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $5 | $0 | $5 | 0.0% | 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