Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
G. O. Carlson, Inc.
EIN 23-0457636ManufacturingLatest filing 2025
Plans
5
Retirement
3
$88.4M assets
Health & Benefits
2
$211K premiums
Participants
1,198
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $88.4M assets / 724 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$64.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $211K premiums / 241 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$159K
- Other$159K
- Long-term disability$52K
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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#008
G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLAN
Traditional DB
Assets$37.6M
Participants215
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
G.O. CARLSON, INC. HOURLY EMPLOYEES' PENSION PLAN FOR REPRESENTED EMPLOYEES
Traditional DB
Assets$26.8M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
G. O. CARLSON, INC. EMPLOYEES 401(K) PLAN
401(k)
Assets$24.0M
Participants313
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
G.O. CARLSON, INC. WELFARE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$211K
Covered lives241
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
G. O. CARLSON, INC. HEALTH CARE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #008 | G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLAN | Traditional DB | $37.6M | 215 | 2025 |
| #002 | G.O. CARLSON, INC. HOURLY EMPLOYEES' PENSION PLAN FOR REPRESENTED EMPLOYEES | Traditional DB | $26.8M | 196 | 2025 |
| #003 | G. O. CARLSON, INC. EMPLOYEES 401(K) PLAN | 401(k) | $24.0M | 313 | 2025 |
- #008 · Traditional DB · 2025215
- #002 · Traditional DB · 2025196
- #003 · 401(k) · 2025313
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | G.O. CARLSON, INC. WELFARE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $211K | 241 | 2025 |
| #501 | G. O. CARLSON, INC. HEALTH CARE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025241
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans