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Sponsor portfolioTH

AMERITAS HOLDING COMPANY

EIN 47-0806844-insurance-Latest filing 2025
Plans
9
Retirement
3
$1.15B assets
Welfare
6
$3.2M premiums
Participants
15,037
5900 O STREET - LINCOLN, NE 65810402-467-1122LinkedIn1001-5000 employeesinsurance
Plans on this EIN
9 filings
#333401k-$821.8M - 3,632 part#335TraditionalDB-$236.9M - 1,868 part#010401k-$89.8M - 605 part#517Mixed-$2.8M - 4,037 lives#520Mixed-$268K - 556 lives#523Fully Insured-$120K - 212 lives#518Fully Insured-2,941 lives#519Self Funded-0 lives#522Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.15B assets / 6,105 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • 401(K) RETIREMENT PLAN (#333)72%
  • AMERITAS PENSION (#335)21%
  • 401(K) RETIREMENT PLAN (#010)8%
Total $1.15BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • AMERITAS LIFE INSURANCE CORP79%
  • (Not disclosed)21%
Total $1.15BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#333)3,632
  • AMERITAS PENSION (#335)1,868
  • 401(K) RETIREMENT PLAN (#010)605
Total 6,105Click row to drill in

Benefits portfolio analytics

6 plans / $3.2M premiums / 7,746 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$131K
  • Vision$80K
  • Long-term disability$57K
Total $268K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • STANDARD INSURANCE COMPANY49%
  • AMERITAS LIFE INSURANCE CORP.30%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
Total $268K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $15K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

AMERITAS 401(K) RETIREMENT PLAN

401k

Assets$821.8M
Participants3,632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#335

AMERITAS PENSION PLAN

TraditionalDB

Assets$236.9M
Participants1,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

AMERITAS AGENT 401(K) RETIREMENT PLAN

401k

Assets$89.8M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

AMERITAS BENEFITS ADVANTAGE FLEXIBLE BENEFITS PROGRAM

Mixed - STANDARD INSURANCE COMPANY

Premiums$2.8M
Covered lives4,037
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

AMERITAS AGENTS BENEFITS ADVANTAGE FLEXIBLE BENEFITS PROGRAM

Mixed - STANDARD INSURANCE COMPANY

Premiums$268K
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$120K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

AHC TRAVEL ACCIDENT PLAN

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$0
Covered lives2,941
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

AHC SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

AMERITAS HOLDING COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
333AMERITAS 401(K) RETIREMENT PLAN401k$821.8M3,6322024
335AMERITAS PENSION PLANTraditionalDB$236.9M1,8682024
010AMERITAS AGENT 401(K) RETIREMENT PLAN401k$89.8M6052024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
517AMERITAS BENEFITS ADVANTAGE FLEXIBLE BENEFITS PROGRAMMixedSTANDARD INSURANCE COMPANY$2.8M4,0372024
520AMERITAS AGENTS BENEFITS ADVANTAGE FLEXIBLE BENEFITS PROGRAMMixedSTANDARD INSURANCE COMPANY$268K5562025
523AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATIONFully InsuredSTANDARD INSURANCE COMPANY$120K2122024
518AHC TRAVEL ACCIDENT PLANFully InsuredHARTFORD FIRE INSURANCE COMPANY$02,9412024
519AHC SEVERANCE PLANSelf Funded-$002024
522AMERITAS HOLDING COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATIONSelf Funded-$002024
Retirement plans
Welfare plans
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