Plan Ledger DOL Form 5500 · updated monthly

Carson Group Holdings, LLCbenefits

Carson Group Holdings, LLC Employee Benefits Plan · OMAHA, NE · plan year 2025

Broker compensation reported · 2025
$123,931

Carson Group Holdings, LLC's benefits plans covered 663 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $123,931 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $187 per covered person, below the median for employer plans that report broker pay. Broker pay fell 32% from $182,106 in 2024.

Insurance contracts · 20252
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 213 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 612 covered
Brokers & agents paid · 20254
HUB INTERNATIONAL GREAT PLAINS, LLC$118,600 · incl $10,828 fees
HUB INTERNATIONAL MIDWEST LIMITED$3,989 · incl $3,989 fees
HUB INTERNATIONAL MIDWEST, LTD$477 · incl $477 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 371808406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.