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Original filing (PDF)20250730143453NAL0002004019005
PAULSEN, INC.
Form 5500
FILING_RECEIVED
PAULSEN, INC. CAFETERIA PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed6 service providers
Active participants
126
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAULSEN, INC..
Plan sponsor
Name
PAULSEN, INC.
EIN
47-0397153
Address
1116 EAST HWY 30 · PO BOX 17 · COZAD, NE · 69130
Phone
(308) 784-3333
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES INSURANCE AGENCY INC. | 47-0766210 | DAVID CITY, NE | BROKER | $38K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONAL CARE, INC. | 47-0760050 | SCOTTSBLUFF, NE | TPA | $44K | — |
| AMERITAS | 47-0098400 | LINCOLN, NE | CONTRACT ADMINISTRATOR | $7K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARTNERS HEALTH ALLIANCE LLC | 47-2739227 | MCCOOK, NE | INSURANCE SERVICES | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTI PLAN INC. | 13-3068979 | NEW YORK CITY, NY | PPO | $9K | — |
| PHIA GROUP CONSULTING | 46-1439866 | CANTON, MA | CONSULTING | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.