Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$205K
- Dental$138K
- Vision$138K
- Life$138K
- Short-term disability$67K
- Long-term disability$67K
Sponsor portfolio
CARLSON ENVIRONMENTAL CONSULTANTS, PC
EIN 20-0471138Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
1
$7.4M assets
Welfare
3
$205K premiums
Participants
964
305 SOUTH MAIN STREET - MONROE, NC 28112704-283-9765
Benefits portfolio analytics
3 plans / $205K premiums / 483 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN
401k
Assets$7.4M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARLSON ENVIRONMENTAL CONSULTANTS LIFE, ADD, DENTAL AND VISION PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$138K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CARLSON ENVIRONMENTAL CONSULTANTS STD AND LTD PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$67K
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CARLSON ENVIRONMENTAL CONSULTANTS MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN | 401k | $7.4M | 254 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARLSON ENVIRONMENTAL CONSULTANTS LIFE, ADD, DENTAL AND VISION PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $138K | 229 | 2024 | |
| 502 | CARLSON ENVIRONMENTAL CONSULTANTS STD AND LTD PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $67K | 254 | 2024 | |
| 503 | CARLSON ENVIRONMENTAL CONSULTANTS MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans