Carleton College
Overview
Carleton College sponsors a self-funded health plan that covered 1,131 participants in plan year 2025, up 43% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,131 · prior year 793
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Carleton College Health & Welfare Comprehensive Benefit Plan, plan 510 (1,131 participants)
- Broker compensation
- $133K 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 |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Long-term disability | 1,604 | $721K | $127K |
| Delta Dental of Minnesota | Dental | 1,272 | $624K | — |
| Vision Service Plan | Vision | 434 | $64K | $6K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,131 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
- Carleton College
- Sponsor EIN
- 41-0694747
- Plan number
- 510
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 41-0694747 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Carleton College Defined Contribution Plan
- Type
- Defined contribution plan
- Participants
- 2,232
About this data
Source: Carleton College'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 Carleton College.