Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$408K
- Dental$329K
- Vision$329K
- Life$329K
- Short-term disability$329K
- Long-term disability$329K
Filings through .
Sponsor portfolio
Carlson Distributing Company LLC
EIN 87-0304450wholesaleLatest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$737K premiums
Participants
466
2449 SOUTH 6755 WEST, SUITE A - WEST VALLEY CITY, UT 84128801-972-6004carlsondistributing.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $737K premiums / 276 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARLSON DISTRIBUTING COMPANY LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$10.3M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARLSON DISTRIBUTING COMPANY, LLC
Mixed - ZURICH AMERICAN INSURANCE COMPANY
Premiums$737K
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARLSON DISTRIBUTING COMPANY LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $10.3M | 190 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARLSON DISTRIBUTING COMPANY, LLC | Mixed | ZURICH AMERICAN INSURANCE COMPANY | $737K | 276 | 2025 |
Retirement plans
Welfare plans