Form 5500 · Employee benefit plan · OMAHA, NE
CARSON GROUP HOLDINGS, LLC
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 · as of Aug 2026
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 | December | $5,516,198 | $90,921 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 612 | December | $442,221 | $17,716 |
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