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Sponsor portfolioTH

AMERITAS HOLDING COMPANY

EIN 47-0806844-insurance-Latest filing 2025
Plans
9
Retirement
3
$1.20B assets
Welfare
6
$3.2M premiums
Participants
14,510
5900 O STREET - LINCOLN, NE 68510402-467-1122LinkedIn1001-5000 employeesinsurance
Plans on this EIN
9 filings
#333401k-$880.0M - 3,575 part#335TraditionalDB-$231.0M - 1,803 part#010401k-$87.4M - 503 part#517Mixed-$2.8M - 4,034 lives#520Mixed-$268K - 556 lives#523Fully Insured-$105K - 195 lives#518Fully Insured-$23K - 2,775 lives#519Self Funded-0 lives#522Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.20B assets / 5,881 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • 401(K) RETIREMENT PLAN (#333)73%
  • AMERITAS PENSION (#335)19%
  • 401(K) RETIREMENT PLAN (#010)7%
Total $1.20BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • AMERITAS LIFE INSURANCE CORP81%
  • (Not disclosed)19%
Total $1.20BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#333)3,575
  • AMERITAS PENSION (#335)1,803
  • 401(K) RETIREMENT PLAN (#010)503
Total 5,881Click row to drill in

Benefits portfolio analytics

6 plans / $3.2M premiums / 7,560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Life$1.1M
  • Long-term disability$867K
  • Vision$571K
Total $3.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • STANDARD INSURANCE COMPANY36%
  • SUN LIFE ASSURANCE COMPANY OF CANADA25%
  • AMERITAS LIFE INSURANCE CORP.18%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • ZURICH AMERICAN INSURANCE COMPANY6%
  • +2 more
Total $3.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HUB INTERNATIONAL MIDWEST LIMITED97%
  • UNKNOWN3%
Total $192K2 slices

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$880.0M
Participants3,575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#335

AMERITAS PENSION PLAN

TraditionalDB

Assets$231.0M
Participants1,803
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$87.4M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

AMERITAS HOME OFFICE WRAP PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$2.8M
Covered lives4,034
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$105K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

AHC TRAVEL ACCIDENT PLAN

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$23K
Covered lives2,775
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$880.0M3,5752025
335AMERITAS PENSION PLANTraditionalDB$231.0M1,8032025
010AMERITAS AGENT 401(K) RETIREMENT PLAN401k$87.4M5032025

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
517AMERITAS HOME OFFICE WRAP PLANMixedSTANDARD INSURANCE COMPANY$2.8M4,0342025
520AMERITAS AGENTS BENEFITS ADVANTAGE FLEXIBLE BENEFITS PROGRAMMixedSTANDARD INSURANCE COMPANY$268K5562025
523AMERITAS HOLDING COMPANY RETIREE LIFE VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATIONFully InsuredSTANDARD INSURANCE COMPANY$105K1952025
518AHC TRAVEL ACCIDENT PLANFully InsuredHARTFORD FIRE INSURANCE COMPANY$23K2,7752025
519AHC SEVERANCE PLANSelf Funded-$002025
522AMERITAS HOLDING COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATIONSelf Funded-$002025
Retirement plans
Welfare plans
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