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Sponsor portfolioWelfare / HealthEIN 27-0815326

SOUTHERNCARLSON, INC.

10840 HARNEY STREET · OMAHA, NE 68154
4025955334
Plans filed
8
Years active
2015–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$997K
No prior year
Persons covered
4,689
No prior year
Total participants
5,379
No prior year
Plans filed
8
No prior year

Plans under this sponsor

8 plans
Plan #504$323K
SOUTHERNCARLSON, INC. GROUP VOLUNTARY LIFE INSURANCE PLAN
Fully insured499 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #510$231K
SOUTHERNCARLSON, INC. VOLUNTARY BENEFITS
Mixed416 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #507$172K
SOUTHERNCARLSON, INC. GROUP LIFE INSURANCE PLAN
Fully insured1,453 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #503$165K
SOUTHERNCARLSON, INC. GROUP LONG TERM DISABILITY PLAN
Fully insured392 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #509$105K
SOUTHERNCARLSON, INC. VOLUNTARY VISION PLAN
Fully insured1,929 covered·1 carrier
Primary: AMERITAS LIFE INSURANCE CORPORATION
Plan #501$0
SOUTHERNCARLSON, INC. GROUP HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #506$0
SOUTHERNCARLSON, INC. FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #508$0
SOUTHERNCARLSON, INC. GROUP DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$892K53.8%
Life$496K29.9%
Long-term disability$165K10.0%
Vision$105K6.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$854K85.6%442,760
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$105K10.6%111,929
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$38K3.8%11156

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDOMAHA, NEUNITED OF OMAHA LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORPORATION$58K$31K$89K86.6%5
BLUE CROSS BLUE SHIELD OF FLORIDAOMAHA, NEUNITED OF OMAHA LIFE INSURANCE COMPANY$0$10K$10K9.4%1
MARSH & MCLENNAN AGENCY LLCOMAHA, NEMETROPOLITAN GENERAL INSURANCE COMPANY$4K$65$4K4.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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