Form 5500 · Employee benefit plan · ROANOKE, VA
CARILION CLINIC
Public Form 5500 records show how CARILION CLINIC (ROANOKE, VA) structures its employee benefits. Its broker of record is CUSTOM BENEFIT PROGRAMS, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 7 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | — | 8,406 | December | $495,966 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 9,257 | December | $232,580 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 8,043 | December | $169,332 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 12,220 | December | $150,949 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 12,220 | December | $10,994 |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | — | 5 | December | $146 |
| DELTA DENTAL OF VIRGINIA | Dental | 18,422 | December | $0 |
| AETNA LIFE INSURANCE COMPANY | Vision | 14,513 | December | $0 |
Questions
Who is CARILION CLINIC's benefits broker?
Per its most recent Form 5500 Schedule A, CARILION CLINIC's broker of record is CUSTOM BENEFIT PROGRAMS, INC..
What insurance carrier does CARILION CLINIC use?
CARILION CLINIC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does CARILION CLINIC's group plan renew?
The most recent Schedule A policy period for CARILION CLINIC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARILION CLINIC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.