Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Other$335K
- Dental$293K
- Vision$293K
- Life$293K
- Short-term disability$293K
- +1 more
Sponsor portfolio
NELSON AUTO GROUP, LLC
EIN 20-1166802automotiveLatest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$2.1M premiums
Participants
748
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 580 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- METROPOLITAN LIFE INSURANCE COMPANY16%
Broker market share
Schedule A broker compensation
53%top
- SUMMIT FINANCIAL GROUP INC.53%
- BOON CHAPMAN BENEFIT ADMINISTRATORS43%
- GIS BENEFITS INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NELSON AUTO GROUP 401(K)PLAN
401k
Assets$13.6M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
NELSON AUTO GROUP WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF OKLAHOMA
Premiums$2.1M
Covered lives580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NELSON AUTO GROUP 401(K)PLAN | 401k | $13.6M | 347 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | NELSON AUTO GROUP WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF OKLAHOMA | $2.1M | 580 | 2025 |
Retirement plans
Welfare plans