Form 5500 · Employee benefit plan · OMAHA, NE
CARSON GROUP HOLDINGS, LLC
The filing calls this plan CARSON GROUP HOLDINGS, LLC EMPLOYEE BENEFITS PLAN.
CARSON GROUP HOLDINGS, LLC of OMAHA, NE is a 451-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is HUB INTERNATIONAL GREAT PLAINS LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1808406 · plan 501 · plan year 2025, filed Jun 29, 2026
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586 other employer plans in Nebraska have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 213 people.
Reported premium across the insured contracts is $5,958,419, with $108,637 in disclosed broker commissions — about 1.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
HUB INTERNATIONAL GREAT PLAINS LLC is the broker of record on all 2 contracts.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 213 | Jan 1, 2026 | $5,516,198 | $90,921 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 612 | Jan 1, 2026 | $442,221 | $17,716 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
586 other employer plans in Nebraska are January 1 renewals (policy year ends December).
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