BenefitsLedger
Employer health plan record · Plan year 2024 · Form 5500

Southerncarlson, Inc.

Wholesale trade · Omaha, Nebraska · EIN ending 5326

Updated Filing received by DOL

Southerncarlson, Inc., a wholesale trade employer in Omaha, Nebraska, reported 848 participants in its health and welfare plans for plan year 2024. Its Form 5500 shows 2 insurance contracts with no premium reported and $71,823 in broker commissions and fees. The plan is self-funded (the employer pays claims itself). The Department of Labor received the filing on June 17, 2025, before the deadline.

Participants
848
−1.4% vs 2023
Premiums filed
none
self-funded or not filed
Broker commissions + fees
$71,823
+25.9% vs 2023
Commission rate
n/a
needs insured medical premium

Who was paid on Southerncarlson, Inc.'s plan

Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Southerncarlson, Inc. filed for 2024.

Broker or agentCommissionsFeesTotalContracts
HUB International · Omaha, NE$57,982$0$57,9821
Blue Cross and Blue Shield of Ne · Omaha, NE$0$9,663$9,6631
Silverstone Group · Omaha, NE$4,113$65$4,1782

Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2024, as published in EBSA's 2024 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.

Insurance contracts and carriers

Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.

Carrier · coverageCoveredPremiumBroker payRate
Metropolitan General Insurance Companycoverage not coded156—$4,178—
United of Omaha Life Insurance Companycoverage not coded416—$67,645—

Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.

How Southerncarlson, Inc. compares

Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.

Broker commissions + fees, dollars
Southerncarlson, Inc.
$71,823
Commission rate, % of medical premium

Not computable: no insured medical premium on the filing.

Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.

Year over year

$57,042$71,823Broker pay20232024
Southerncarlson, Inc.: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants860848−1.4%
Premiums filed$0$0—
Broker commissions + fees$57,042$71,823+25.9%
Commission rate———

Source: DOL Form 5500 filings for plan years 2023 and 2024.

Filings and timeliness

Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.

PlanPlan year endReceived by DOLTimingParticipants
Southerncarlson, Inc. Group Health Plan#501 · general assetsDecember 31, 2024June 17, 2025before deadline848
Southerncarlson, Inc. Voluntary Benefits#510 · insuranceDecember 31, 2024June 17, 2025before deadline204
Southerncarlson, Inc. Flexible Benefit Plan#506 · general assetsDecember 31, 2024June 17, 2025before deadline102

Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.

How much did Southerncarlson, Inc. pay in health insurance broker commissions in 2024?

Southerncarlson, Inc.'s 2024 Form 5500 reports $71,823 in broker commissions and fees across 2 insurance contracts ($62,095 in commissions, $9,728 in fees), with HUB International receiving the largest share.

Is Southerncarlson, Inc.'s health plan self-funded or fully insured?

The 2024 filing indicates the plan is self-funded (the employer pays claims itself).

How does Southerncarlson, Inc.'s broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Southerncarlson, Inc. because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 500-999 participants that disclosed broker pay reported a median of $104,902.

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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.