Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OEI, INC.
EIN 47-0532319Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
5
Retirement
2
$347.4M assets
Welfare
3
$1.6M premiums
Participants
9,890
601 P STREET, SUITE 200 - LINCOLN, NE 68508402-474-6311
Retirement portfolio analytics
2 plans aggregated / $347.4M assets / 4,521 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
80%top
- JOHN HANCOCK LIFE INSURANCE COMPANY80%
- (Not disclosed)20%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.6M premiums / 2,948 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$419K
- Long-term disability$410K
- Short-term disability$317K
- Vision$281K
- Health$179K
- Other$172K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY71%
- AMERITAS LIFE INSURANCE CORP.17%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
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$276.6M
Participants2,572
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$1.6M
Covered lives2,948
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 | $276.6M | 2,572 | 2024 | |
| 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 | $1.6M | 2,948 | 2024 | |
| 505 | OEI, INC. HEALTH CARE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 509 | OEI, INC. DENTAL CARE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans