To access the required plan documents and notices, please see the links below: 

Required Notices

•  2024 Required Notices
• The Carle Foundation - 2024 IL DOL Employer EHB Comparison
• The Carle Foundation Employees Health Insurance Plan - Form 5500
• The Carle Foundation and Affiliates Long Term Disability Plan - Form 5500
• The Carle Foundation and Affiliates Group Term Life Insurance Plan - Form 5500
• The Carle Foundation and Affiliates 24 Hour Business Activity Insurance - Form 5500
• The Carle Foundation and Affiliates Employee Assistance Program - Form 5500
• The Carle Foundation Section 125 Plan - Form 5500 

Summary Plan Description

• The Carle Foundation Employees Health and Dental Plan - Summary Plan Description and Plan Document
• The Carle Foundation Summary Plan Description and Plan Document - Amendment #1
• The Carle Foundation Summary Plan Description and Plan Document - Amendment #2
• The Carle Foundation Summary Plan Description and Plan Document - Amendment #3
• The Carle Foundation Summary Plan Description and Plan Document - Amendment COVID-19
• The Carle Foundation Summary Plan Description and Plan Document - Amendment #5

Health and Welfare Summary Annual Reports

• 2022 Health Insurance Plan Summary Annual Report
• 2022 Group Term Life Insurance Plan Summary Annual Report 
• 2022 Long Term Disability Plan Summary Annual Report
• 2022 24 Hours Business Activity Insurance Summary Annual Report
• 2022 Employee Assistance Program Summary Annual Report 

Health & Dental Plan Schedule of Benefits

• 2025 - PPO Schedule of Benefits Carle Providers
• 2025 - PPO Schedule of Benefits First Health Providers
• 2025 - HDHP Schedule of Benefits Carle Providers
• 2025 - HDHP Schedule of Benefits First Health Providers

Health & Dental Summary of Benefits & Coverage

• 2024 PPO Summary of Benefits & Coverage - Carle Network 
• 2024 QHDHP Summary of Benefits & Coverage - Carle Network