Carilion Clinic
Overview
Carilion Clinic sponsors a self-funded health plan that covered 12,954 participants in plan year 2025, up 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 12,954 · prior year 12,565
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Carilion Clinic Welfare Benefit Plan, plan 544 (12,954 participants)
- Broker compensation
- $817K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Long-term disability, Short-term disability, Life | 12,872 | $10.2M | $390K |
| Delta Dental of Virginia | Dental | 19,831 | $5.8M | — |
| Aetna Life Insurance Company | Vision | 8,836 | $3.5M | $423K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 12,954 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Carilion Clinic
- Sponsor EIN
- 54-1190771
- Plan number
- 544
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 54-1190771 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Carilion Clinic 403(b) Retirement Savings Plan
- Type
- Defined contribution plan
- Participants
- 18,178
About this data
Source: Carilion Clinic's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Carilion Clinic.