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COMMONWEALTH HOLDINGS, INC.

EIN 36-5040351-construction-Latest filing 2025
Plans
5
Retirement
2
$231.5M assets
Welfare
3
$1.9M premiums
Participants
1,355
3910 SOUTH ST - LINCOLN, NE 68506402-474-1341LinkedIn1-10 employeesconstruction
Plans on this EIN
5 filings
#003ESOP-$208.3M - 287 part#001401k-$23.2M - 284 part#507Self Funded-$973K - 195 lives#501Mixed-$527K - 883 lives#506Fully Insured-$393K - 748 lives

Retirement portfolio analytics

2 plans aggregated / $231.5M assets / 571 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#003)90%
  • HOLDINGS, INC. 401(K) (#001)10%
Total $231.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • (Not disclosed)90%
  • JOHN HANCOCK LIFE INSURANCE COMPANY10%
Total $231.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)287
  • HOLDINGS, INC. 401(K) (#001)284
Total 571Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • PRINCIPAL LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • ASSURITY LIFE INSURANCE COMPANY1%
Total $527K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • BENEFIT MANAGEMENT, INC.54%
  • OCI INSURANCE AND FINANCIAL SERVICE35%
  • WILLIAM PEARSON5%
  • ROBERT G. RELPH AGENCY, INC.3%
  • HOVIE AGENCY LLC1%
  • +3 more
Total $69K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$208.3M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COMMONWEALTH HOLDINGS, INC. 401(K) PLAN

401k

Assets$23.2M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

COMMONWEALTH HOLDINGS, INC. GROUP HEALTH PLAN

Self Funded - SUN LIFE ASSURANCE OF CANADA

Premiums$973K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

COMMONWEALTH HOLDINGS, INC. BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$527K
Covered lives883
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

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

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$393K
Covered lives748
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$208.3M2872024
001COMMONWEALTH HOLDINGS, INC. 401(K) PLAN401k$23.2M2842024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
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