Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OEI, INC.
EIN 47-0532319Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
5
Retirement
2
$420.0M assets
Welfare
3
$1.8M premiums
Participants
10,614
601 P STREET, SUITE 200 - LINCOLN, NE 68508402-474-6311
Retirement portfolio analytics
2 plans aggregated / $420.0M assets / 4,747 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- JOHN HANCOCK LIFE INSURANCE COMPANY83%
- (Not disclosed)17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.8M premiums / 3,258 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$457K
- Life$432K
- Other$387K
- Long-term disability$385K
- Vision$311K
- Health$242K
Carrier market share
Premium dollars by Schedule A carrier
70%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY70%
- AMERITAS LIFE INSURANCE CORP.17%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
90%top
- HUB INTERNATIONAL MIDWEST LIMITED90%
- FMLASOURCE INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OLSSON, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$349.3M
Participants2,798
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OLSSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$70.7M
Participants1,949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
OEI, INC. WELFARE BENEFITS PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives3,258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
OEI, INC. HEALTH CARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
OEI, INC. DENTAL CARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OLSSON, INC. 401(K) PROFIT SHARING PLAN | 401k | $349.3M | 2,798 | 2025 | |
| 002 | OLSSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $70.7M | 1,949 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | OEI, INC. WELFARE BENEFITS PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.8M | 3,258 | 2025 | |
| 505 | OEI, INC. HEALTH CARE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 509 | OEI, INC. DENTAL CARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans