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  2. Carlson Environmental Consultants, PC
  • Benefits analytics
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Filings through Oct 24, 2026.

Carlson Environmental Consultants, PC

EIN 20-0471138-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
1
$7.4M assets
Health & Benefits
3
$205K premiums
Participants
964
305 SOUTH MAIN STREET - MONROE, NC 28112704-283-9765
Plans on this EIN
4 filings
#001401(k)-$7.4M - 254 part#501Fully insured-$138K - 229 lives#502Mixed-$67K - 254 lives#503Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $205K premiums / 483 covered lives

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
Total $205K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN

401(k)

Assets$7.4M
Participants254
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CARLSON ENVIRONMENTAL CONSULTANTS LIFE, ADD, DENTAL AND VISION PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$138K
Covered lives229
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CARLSON ENVIRONMENTAL CONSULTANTS STD AND LTD PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$67K
Covered lives254
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CARLSON ENVIRONMENTAL CONSULTANTS MEDICAL PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN401(k)$7.4M2542024
  • CARLSON ENVIRONMENTAL CONSULTANTS, PC 401(K) PLAN$7.4M
    #001 · 401(k) · 2024254

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CARLSON ENVIRONMENTAL CONSULTANTS LIFE, ADD, DENTAL AND VISION PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$138K2292024
#502CARLSON ENVIRONMENTAL CONSULTANTS STD AND LTD PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$67K2542024
#503CARLSON ENVIRONMENTAL CONSULTANTS MEDICAL PLANSelf-funded-$002024
  • CARLSON ENVIRONMENTAL CONSULTANTS LIFE, ADD, DENTAL AND VISION PLAN$138K
    #501 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024229
  • CARLSON ENVIRONMENTAL CONSULTANTS STD AND LTD PLAN$67K
    #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024254
  • CARLSON ENVIRONMENTAL CONSULTANTS MEDICAL PLAN$0
    #503 · Self-funded · 20240
Retirement plans
Health & Benefits plans

On this page

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  2. Plan summaries
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