Southerncarlson, Inc.
Overview
Southerncarlson, Inc. sponsors a self-funded health plan that covered 866 participants in plan year 2025, up 2% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 866 · prior year 848
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Southerncarlson, Inc. Group Health Plan, plan 501 (866 participants); Southerncarlson, Inc. Flexible Benefit Plan, plan 506 (102 participants)
- Broker compensation
- $126K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Long-term disability, Life, Accident, Critical Illness, Hospital | 1,403 | $809K | $120K |
| Ameritas Life Insurance Corporation | Vision | 1,898 | $114K | $3K |
| Metropolitan General Insurance Company | Legal | 133 | $42K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 866 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Southerncarlson, Inc.
- Sponsor EIN
- 27-0815326
- Plan numbers
- 501, 506
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 27-0815326 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Kyocera Industrial Tools, Inc. 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,768
About this data
Source: Southerncarlson, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Southerncarlson, Inc..