Form 5500 · Employee benefit plan · ROANOKE, VA
CARILION CLINIC
CARILION CLINIC of ROANOKE, VA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CUSTOM BENEFIT PROGRAMS INC. Coverage is written through DELTA DENTAL OF VIRGINIA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1190771 · plan 544 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering dental, vision, life and disability; the largest, with DELTA DENTAL OF VIRGINIA, covers 18,422 people.
Reported premium across the insured contracts is $20,803,163, with $1,059,967 in disclosed broker commissions — about 5.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
CUSTOM BENEFIT PROGRAMS INC is the broker of record on 1 of the 8 contracts; the rest name a different broker or none.
4 carriers appear on the filing — DELTA DENTAL OF VIRGINIA, LIFE INSURANCE COMPANY OF NORTH AMERICA, AETNA LIFE INSURANCE COMPANY and NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK — with DELTA DENTAL OF VIRGINIA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | — | 8,406 | December | $2,815,348 | $495,966 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 9,257 | December | $4,651,600 | $232,580 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 8,043 | December | $3,386,634 | $169,332 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 12,220 | December | $3,018,975 | $150,949 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 12,220 | December | $219,885 | $10,994 |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | — | 5 | December | $1,464 | $146 |
| DELTA DENTAL OF VIRGINIA | Dental | 18,422 | December | $5,924,328 | $0 |
| AETNA LIFE INSURANCE COMPANY | Vision | 14,513 | December | $784,929 | $0 |
More employer plans in Virginia — largest plans, brokers, carriers and renewal months.