Plan Ledger DOL Form 5500 · updated monthly

The Carlyle Group Employee Co, LLCbenefits

The Carlyle Group Health and Welfare Plans · WASHINGTON, DC · plan year 2024

Previously filed as The Carlyle Group Employee Co. LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$356,483

The Carlyle Group Employee Co, LLC's benefits plans covered 1,512 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $356,483 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $236 per covered person, above the median for employer plans that report broker pay. Broker pay fell 9.4% from $393,383 in 2023.

Insurance contracts · 20247
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 247 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 3,034 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dentalpremiums n/a · 56 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 843 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) · stop-losspremiums n/a · 2,813 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 671 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 232 covered
Brokers & agents paid · 202421
MICHAEL A BOOK$124,843 · incl $83,561 fees
WILLIS TOWERS WATSON US LLC$121,707 · incl $15,568 fees
GREGORY KARL LARGE$32,382 · incl $1,839 fees
BRIAN C LARGE$16,837 · incl $3,268 fees
MATTHEW SENDACH$15,082 · incl $2,389 fees
BENJAMIN A KLEINSCHMIDT$4,828 · incl $1,776 fees
ZACHARY KRIFTCHER$3,687 · incl $471 fees
GAVRIEL C EPSTEIN$3,596 · incl $2,048 fees
FREDERICK BERNARD DENITZ$3,710 · incl $206 fees
PETER D SLESINSKI$2,841 · incl $1,004 fees
TODD HUNTER PARKER$2,756 · incl $281 fees
VINCENT TRIMARCO$2,751 · incl $996 fees
ARI GREENMAN$2,558 · incl $519 fees
ANDREW L MOORE$2,515 · incl $2,177 fees
STEFAN ERICH GREENBERG$1,697
DARREN MARC GERSTENBLATT$1,671 · incl $165 fees
BRIAN BOOK$1,649 · incl $960 fees
MARY JANE SCHROEDER$1,332 · incl $38 fees
JOSHUA T LIEBERMAN$1,167 · incl $17 fees
EDGAR F WHITMORE$1,015
22 individual agents · names withheld$7,859

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Michael a Book5
East West Bank CA$86,544

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 521887096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.