Southerncarlson, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southerncarlson, Inc. (EIN 27-0815326) is a plan sponsor located in Omaha, NE with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 27-0815326
- Location
- Omaha, NE
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $79,617,016
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $79,617,016
Contributions & income
- Employer contributions
- $2,261,092
- Participant contributions
- $7,031,264
- Total income / additions
- $21,208,938
Expenses & distributions
- Benefits paid / distributions
- $5,147,752
- Total expenses
- $5,354,928
- Net increase / (decrease)
- $15,854,010
Coverage
- Total reported participants
- 6,944
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Kyocera Industrial Tools, Inc. 401(K) Plan | 001 | 1,626 | $79,617,016 | 2023 |
| Southerncarlson, Inc. Group Life Insurance Plan | 507 | 1,330 | not reported in the loaded dataset | 2023 |
| Southerncarlson, Inc. Group Dental Plan | 508 | 981 | not reported in the loaded dataset | 2023 |
| Southerncarlson, Inc. Group Health Plan | 501 | 860 | not reported in the loaded dataset | 2023 |
| Southerncarlson, Inc. Voluntary Vision Plan | 509 | 792 | not reported in the loaded dataset | 2023 |
| Southerncarlson, Inc. Group Voluntary Life Insurance Plan | 504 | 477 | not reported in the loaded dataset | 2023 |
| Southerncarlson, Inc. Group Long Term Disability Plan | 503 | 389 | not reported in the loaded dataset | 2023 |
| Southerncarlson, Inc. Voluntary Benefits | 510 | 387 | not reported in the loaded dataset | 2023 |
| Southerncarlson, Inc. Flexible Benefit Plan | 506 | 102 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Southerncarlson, Inc. Group Health Plan | 860 | — | 20241011155036NAL0039366208001 |
| 2023 | Southerncarlson, Inc. Group Long Term Disability Plan | 389 | — | 20241011155114NAL0011144995001 |
| 2023 | Southerncarlson, Inc. Group Voluntary Life Insurance Plan | 477 | — | 20241011155230NAL0045011026001 |
| 2023 | Southerncarlson, Inc. Flexible Benefit Plan | 102 | — | 20241011155327NAL0045014178001 |
| 2023 | Southerncarlson, Inc. Group Life Insurance Plan | 1,330 | — | 20241011155408NAL0011148227001 |
| 2023 | Southerncarlson, Inc. Group Dental Plan | 981 | — | 20241011155451NAL0011148995001 |
| 2023 | Southerncarlson, Inc. Voluntary Vision Plan | 792 | — | 20241011155526NAL0037577728001 |
| 2023 | Southerncarlson, Inc. Voluntary Benefits | 387 | — | 20241011155616NAL0022274273001 |