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  2. Commonwealth Holdings, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

Commonwealth Holdings, Inc.

EIN 36-5040351-construction-Latest filing 2025
Plans
5
Retirement
2
$306.0M assets
Health & Benefits
3
$1.9M premiums
Participants
1,435
3910 SOUTH ST - LINCOLN, NE 68506402-474-1341LinkedIn1-10 employeesconstruction
Plans on this EIN
5 filings
#003ESOP-$277.5M - 333 part#001401(k)-$28.5M - 318 part#507Self-funded-$973K - 195 lives#501Mixed-$527K - 883 lives#506Fully insured-$393K - 748 lives

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

Retirement portfolio analytics

2 plans aggregated / $306.0M assets / 651 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$277.5M
  • HOLDINGS, INC. 401(K) (#001)$28.5M
Total $306.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$277.5M
  • JOHN HANCOCK LIFE INSURANCE COMPANY$28.5M
Total $306.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)333
  • HOLDINGS, INC. 401(K) (#001)318
Total 651Select a row to open it

Benefits portfolio analytics

3 plans / $1.9M premiums / 1,826 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$486K
  • Vision$486K
  • Life$486K
  • Short-term disability$486K
  • Long-term disability$486K
  • Other$41K
Total $527K6 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#003

COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$277.5M
Participants333
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

COMMONWEALTH HOLDINGS, INC. 401(K) PLAN

401(k)

Assets$28.5M
Participants318
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

COMMONWEALTH HOLDINGS, INC. GROUP HEALTH PLAN

Self-funded - SUN LIFE ASSURANCE OF CANADA

Premiums$973K
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

COMMONWEALTH HOLDINGS, INC. BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$527K
Covered lives883
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

COMMONWEALTH HOLDINGS, INC. GROUP DENTAL, VISION, LIFE AND DISABILITY PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$393K
Covered lives748
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$277.5M3332025
#001COMMONWEALTH HOLDINGS, INC. 401(K) PLAN401(k)$28.5M3182025
  • COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$277.5M
    #003 · ESOP · 2025333
  • COMMONWEALTH HOLDINGS, INC. 401(K) PLAN$28.5M
    #001 · 401(k) · 2025318

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507COMMONWEALTH HOLDINGS, INC. GROUP HEALTH PLANSelf-fundedSUN LIFE ASSURANCE OF CANADA$973K1952024
#501COMMONWEALTH HOLDINGS, INC. BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$527K8832025
#506COMMONWEALTH HOLDINGS, INC. GROUP DENTAL, VISION, LIFE AND DISABILITY PLANFully insuredPRINCIPAL LIFE INSURANCE COMPANY$393K7482024
  • COMMONWEALTH HOLDINGS, INC. GROUP HEALTH PLAN$973K
    #507 · Self-funded · SUN LIFE ASSURANCE OF CANADA · 2024195
  • COMMONWEALTH HOLDINGS, INC. BENEFIT PLAN$527K
    #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025883
  • COMMONWEALTH HOLDINGS, INC. GROUP DENTAL, VISION, LIFE AND DISABILITY PLAN$393K
    #506 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2024748
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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