Form 5500 · Employee benefit plan · CHICAGO, IL
CARLIN GROUP HOLDCO
Public Form 5500 records show how CARLIN GROUP HOLDCO of CHICAGO, IL, a wholesale trade employer, structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2787864 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 995 people.
Reported premium across the insured contracts is $7,093,121, with $60,407 in disclosed broker commissions — about 0.9% 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.
USI INSURANCE SERVICES LLC is the broker of record on all 4 contracts.
4 carriers appear on the filing — BLUECROSS BLUESHIELD OF ILLINOIS, HARTFORD LIFE AND ACCIDENT, DEARBORN LIFE INSURANCE COMPANY and EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. — with BLUECROSS BLUESHIELD OF ILLINOIS writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Disability | 1,214 | December | $271,315 | $40,064 |
| DEARBORN LIFE INSURANCE COMPANY | Life | 824 | December | $147,983 | $14,798 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 933 | December | $47,814 | $5,545 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 995 | December | $6,626,009 | $0 |
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