Form 5500 · Employee benefit plan · OMAHA, NE
CARSON GROUP HOLDINGS, LLC
CARSON GROUP HOLDINGS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HUB INTERNATIONAL GREAT PLAINS LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 3 other carriers. 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 647 | December | $115,616 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 653 | December | $27,513 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 432 | December | $16,469 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 432 | December | $1,554 |
Questions
Who is CARSON GROUP HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARSON GROUP HOLDINGS, LLC's broker of record is HUB INTERNATIONAL GREAT PLAINS LLC.
What insurance carrier does CARSON GROUP HOLDINGS, LLC use?
CARSON GROUP HOLDINGS, LLC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does CARSON GROUP HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for CARSON GROUP HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARSON GROUP HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.