Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$851K
- Life$460K
- Long-term disability$158K
- Vision$114K
Filings through .
Southerncarlson, Inc.
EIN 27-0815326building materialsLatest filing 2025
Plans
10
Retirement
1
$108.3M assets
Health & Benefits
9
$965K premiums
Participants
8,501
10840 HARNEY STREET - OMAHA, NE 68154402-593-5338southerncarlson.comLinkedIn1001-5000 employeesbuilding materials
Plans on this EIN
10 filings#001401(k)-$108.3M - 1,734 part#504Fully insured-$296K - 513 lives#510Mixed-$233K - 484 lives#507Fully insured-$164K - 1,403 lives#503Fully insured-$158K - 419 lives#509Fully insured-$114K - 1,898 lives#501Self-funded-0 lives#506Self-funded-0 lives#508Self-funded-0 lives#511Self-funded-0 lives+4 more plans
Health & Benefits portfolio - carriers, brokers and premium across this company's 9 health and benefits plans.
Benefits portfolio analytics
9 plans / $965K premiums / 4,717 covered lives
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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
KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN
401(k)
Assets$108.3M
Participants1,734
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
SOUTHERNCARLSON, INC. GROUP VOLUNTARY LIFE INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$296K
Covered lives513
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
SOUTHERNCARLSON, INC. VOLUNTARY BENEFITS
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$233K
Covered lives484
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507
SOUTHERNCARLSON, INC. GROUP LIFE INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$164K
Covered lives1,403
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
SOUTHERNCARLSON, INC. GROUP LONG-TERM DISABILITY PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$158K
Covered lives419
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509
SOUTHERNCARLSON, INC. VOLUNTARY VISION PLAN
Fully insured - AMERITAS LIFE INSURANCE CORPORATION
Premiums$114K
Covered lives1,898
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
SOUTHERNCARLSON, INC. GROUP HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
SOUTHERNCARLSON, INC. FLEXIBLE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508
SOUTHERNCARLSON, INC. GROUP DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
SOUTHERNCARLSON, INC. GROUP SHORT-TERM DISABILITY PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN | 401(k) | $108.3M | 1,734 | 2025 |
- #001 · 401(k) · 20251,734
Health & Benefits plans
9 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | SOUTHERNCARLSON, INC. GROUP VOLUNTARY LIFE INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $296K | 513 | 2025 |
| #510 | SOUTHERNCARLSON, INC. VOLUNTARY BENEFITS | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $233K | 484 | 2025 |
| #507 | SOUTHERNCARLSON, INC. GROUP LIFE INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $164K | 1,403 | 2025 |
| #503 | SOUTHERNCARLSON, INC. GROUP LONG-TERM DISABILITY PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $158K | 419 | 2025 |
| #509 | SOUTHERNCARLSON, INC. VOLUNTARY VISION PLAN | Fully insured | AMERITAS LIFE INSURANCE CORPORATION | $114K | 1,898 | 2025 |
| #501 | SOUTHERNCARLSON, INC. GROUP HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
| #506 | SOUTHERNCARLSON, INC. FLEXIBLE BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
| #508 | SOUTHERNCARLSON, INC. GROUP DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
| #511 | SOUTHERNCARLSON, INC. GROUP SHORT-TERM DISABILITY PLAN | Self-funded | - | $0 | 0 | 2025 |
- #504 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025513
- #510 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025484
- #507 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20251,403
- #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025419
- #509 · Fully insured · AMERITAS LIFE INSURANCE CORPORATION · 20251,898
- #501 · Self-funded · 20250
- #506 · Self-funded · 20250
- #508 · Self-funded · 20250
- #511 · Self-funded · 20250
Retirement plans
Health & Benefits plans