# The Carlyle Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-carlyle-group-952947064-501

> The Carlyle Group, INC.'s Health & Welfare plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Carlyle Group, INC.

- **Sponsor EIN:** 952947064

- **Sponsor Address:** 630 W HARRY BRIDGES BLVD, WILMINGTON, CA, 907445733

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3

- **Total Assets:** $2,436

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|3|$2,436|$0|$0|

| 2024|3|$10,325|$0|$10,325|

| 2023|3|$9,658|$0|$9,082|

| 2022|3|$9,105|$0|$8,550|

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