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Sponsor portfolioTH

G.O. CARLSON, INC.

EIN 23-0457636-Latest filing 2025
Plans
5
Retirement
3
$78.3M assets
Welfare
2
$211K premiums
Participants
1,244
175 MAIN STREET - OIL CITY, PA 16301814-678-4100gocarlson.comLinkedIn201-500 employees
Plans on this EIN
5 filings
#008TraditionalDB-$33.4M - 238 part#002TraditionalDB-$24.0M - 222 part#003401k-$20.9M - 310 part#502Fully Insured-$211K - 241 lives#501Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $78.3M assets / 770 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • SALARIED EMPLOYEES PENSION (#008)43%
  • FOR REPRESENTED EMPLOYEES (#002)31%
  • INC. EMPLOYEES 401(K) (#003)27%
Total $78.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • (Not disclosed)73%
  • EPIC RETIREMENT PLAN SERVICES27%
Total $78.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES 401(K) (#003)310
  • SALARIED EMPLOYEES PENSION (#008)238
  • FOR REPRESENTED EMPLOYEES (#002)222
Total 770Click row to drill in

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
Total $211K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $211K1 slice

Broker market share

Schedule A broker compensation

Split broker
62%top
  • FIRST NATIONAL INS AGENCY62%
  • DMC BENEFITS INC38%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLAN

TraditionalDB

Assets$33.4M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

G.O. CARLSON, INC. HOURLY EMPLOYEES' PENSION PLAN FOR REPRESENTED EMPLOYEES

TraditionalDB

Assets$24.0M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

G. O. CARLSON, INC. EMPLOYEES 401(K) PLAN

401k

Assets$20.9M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

G.O. CARLSON, INC. WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$211K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

G. O. CARLSON, INC. HEALTH CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
008G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLANTraditionalDB$33.4M2382024
002G.O. CARLSON, INC. HOURLY EMPLOYEES' PENSION PLAN FOR REPRESENTED EMPLOYEESTraditionalDB$24.0M2222024
003G. O. CARLSON, INC. EMPLOYEES 401(K) PLAN401k$20.9M3102024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502G.O. CARLSON, INC. WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$211K2412025
501G. O. CARLSON, INC. HEALTH CARE PLANSelf Funded-$002025
Retirement plans
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