Assets by plan
Share of aggregate retirement assets
- 401(K) PLAN (002) (#002)$13.6M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
2 plans aggregated / $17.7M assets / 168 participants
Share of aggregate retirement assets
Active + retired + deferred vested
4 plans / $1.4M premiums / 655 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - SANFORD HEALTH PLAN
Fully insured - DELTA DENTAL OF SOUTH DAKOTA
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Fully insured - CONNECTIONS INC
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HENRY CARLSON COMPANIES 401(K) PLAN (002) | 401(k) | $13.6M | 81 | 2025 |
| #003 | HENRY CARLSON COMPANIES 401(K) PLAN (003) | 401(k) | $4.2M | 87 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HENRY CARLSON COMPANY & ASPHALT SURFACING EMPLOYEE HEALTH PLAN | Fully insured | SANFORD HEALTH PLAN | $1.3M | 126 | 2025 |
| #503 | HENRY CARLSON COMPANY GROUP DENTAL PLAN | Fully insured | DELTA DENTAL OF SOUTH DAKOTA | $94K | 220 | 2025 |
| #502 | HENRY CARLSON COMPANY LIFE INSURANCE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $53K | 136 | 2025 |
| #504 | HENRY CARLSON COMPANY GROUP EMPLOYEE ASSISTANCE PLAN | Fully insured | CONNECTIONS INC | $3K | 173 | 2025 |