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Sponsor portfolio

HENRY CARLSON COMPANY

EIN 46-0117160-Construction-Latest filing 2025
Plans
4
Retirement
2
$17.7M assets
Welfare
2
$57K premiums
Participants
492
1205 WEST RUSSELL STREET - SIOUX FALLS, SD 57104605-336-2410
Plans on this EIN
4 filings
#002401k-$13.6M - 81 part#003401k-$4.2M - 87 part#502Fully Insured-$54K - 171 lives#504Fully Insured-$3K - 173 lives

Retirement portfolio analytics

2 plans aggregated / $17.7M assets / 168 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • 401(K) PLAN (002) (#002)76%
  • 401(K) PLAN (003) (#003)24%
Total $17.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN (003) (#003)87
  • 401(K) PLAN (002) (#002)81
Total 168Click row to drill in

Benefits portfolio analytics

2 plans / $57K premiums / 344 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • CONNECTIONS INC EAP100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HENRY CARLSON COMPANIES 401(K) PLAN (002)

401k

Assets$13.6M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

HENRY CARLSON COMPANIES 401(K) PLAN (003)

401k

Assets$4.2M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HENRY CARLSON COMPANY EMPLOYEE LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$54K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HENRY CARLSON COMPANY GROUP EMPLOYEE ASSISTANCE PLAN

Fully Insured - CONNECTIONS INC

Premiums$3K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HENRY CARLSON COMPANIES 401(K) PLAN (002)401k$13.6M812025
003HENRY CARLSON COMPANIES 401(K) PLAN (003)401k$4.2M872025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HENRY CARLSON COMPANY EMPLOYEE LIFE INSURANCE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$54K1712024
504HENRY CARLSON COMPANY GROUP EMPLOYEE ASSISTANCE PLANFully InsuredCONNECTIONS INC$3K1732025
Retirement plans
Welfare plans
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