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Sponsor portfolio

SOUTHERNCARLSON, INC.

EIN 27-0815326-building materials-Latest filing 2024
Plans
9
Retirement
1
$93.1M assets
Welfare
8
$997K premiums
Participants
7,147
10840 HARNEY STREET - OMAHA, NE 68154402-593-5338southerncarlson.comLinkedIn1001-5000 employeesbuilding materials
Plans on this EIN
9 filings
#001401k-$93.1M - 1,768 part#504Fully Insured-$323K - 499 lives#510Mixed-$231K - 416 lives#507Fully Insured-$172K - 1,453 lives#503Fully Insured-$165K - 392 lives#509Fully Insured-$105K - 1,929 lives#501Self Funded-0 lives#506Self Funded-0 lives#508Self Funded-0 lives

Benefits portfolio analytics

8 plans / $997K premiums / 4,689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$892K
  • Life$496K
  • Long-term disability$165K
  • Vision$105K
Total $997K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY86%
  • AMERITAS LIFE INSURANCE CORP.11%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $997K3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HUB INTERNATIONAL MIDWEST LIMITED87%
  • BLUE CROSS BLUE SHIELD OF FLORIDA9%
  • MARSH & MCLENNAN AGENCY LLC4%
Total $103K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN

401k

Assets$93.1M
Participants1,768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SOUTHERNCARLSON, INC. GROUP VOLUNTARY LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$323K
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

SOUTHERNCARLSON, INC. VOLUNTARY BENEFITS

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$231K
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

SOUTHERNCARLSON, INC. GROUP LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$172K
Covered lives1,453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SOUTHERNCARLSON, INC. GROUP LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$165K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

SOUTHERNCARLSON, INC. VOLUNTARY VISION PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$105K
Covered lives1,929
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SOUTHERNCARLSON, INC. GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SOUTHERNCARLSON, INC. FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SOUTHERNCARLSON, INC. GROUP DENTAL PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KYOCERA INDUSTRIAL TOOLS, INC. 401(K) PLAN401k$93.1M1,7682024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SOUTHERNCARLSON, INC. GROUP VOLUNTARY LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$323K4992024
510SOUTHERNCARLSON, INC. VOLUNTARY BENEFITSMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$231K4162024
507SOUTHERNCARLSON, INC. GROUP LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$172K1,4532024
503SOUTHERNCARLSON, INC. GROUP LONG TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$165K3922024
509SOUTHERNCARLSON, INC. VOLUNTARY VISION PLANFully InsuredAMERITAS LIFE INSURANCE CORPORATION$105K1,9292024
501SOUTHERNCARLSON, INC. GROUP HEALTH PLANSelf Funded-$002024
506SOUTHERNCARLSON, INC. FLEXIBLE BENEFIT PLANSelf Funded-$002024
508SOUTHERNCARLSON, INC. GROUP DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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