PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CARRIER GLOBAL CORPORATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 83-4051582

CARRIER GLOBAL CORPORATION

13995 PASTEUR BLVD · PALM BEACH GARDENS, FL 33418
5613652000
Plans filed
1
Years active
2020–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$9.8M
No prior year
Persons covered
12,626
No prior year
Total participants
10,457
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$9.8M
EMPLOYEE GROUP HEALTH PLAN OF CARRIER GLOBAL CORPORATION
Mixed12,626 covered·7 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$4.4M39.0%
Long-term disability$3.0M26.7%
Other$1.5M12.8%
Dental$1.2M10.8%
Vision$684K6.0%
Health$535K4.7%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTD
$7.5M76.2%129,497
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDOth
$1.2M12.6%122,740
EYEMED VISION CARE
EIN 430949844
V
$684K7.0%1112,626
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$202K2.1%1121
UNIMERICA INSURANCE COMPANY
EIN 541414194
Oth
$200K2.0%1110,278
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$21K0.2%1110,192

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEW YORK, NYLINCOLN NATIONAL LIFE INSURANCE COMPANY, ACE AMERICAN INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$15K$115K$130K100.0%1

History & trajectory

6 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica