Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.0M
- Health$5.5M
- Dental$5.5M
- Vision$5.5M
- Prescription drug$5.5M
- Life$442K
- +2 more
Sponsor portfolioTH
CARSON GROUP HOLDINGS, LLC
EIN 37-1808406Latest filing 2025
Plans
2
Retirement
1
$40.2M assets
Welfare
1
$6.0M premiums
Participants
1,170
14600 BRANCH STREET - OMAHA, NE 68154402-691-4487
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.0M premiums / 612 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
99%top
- HUB INTERNATIONAL MIDWEST LIMITED99%
- GALLAGHER BENEFIT SERVICES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$40.2M
Participants507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARSON GROUP HOLDINGS, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.0M
Covered lives612
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | 401k | $40.2M | 507 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARSON GROUP HOLDINGS, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.0M | 612 | 2025 |
Retirement plans
Welfare plans