PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NATIONWIDE SURPLUS LLC
Sponsor portfolio

NATIONWIDE SURPLUS LLC

EIN 20-8647785-consumer electronics-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$168K premiums
Participants
338
730 E SOUTHERN AVE - MESA, AZ 852044927602-688-5821nationwidesurplus.comLinkedIn11-50 employeesconsumer electronics
Plans on this EIN
2 filings
#001401k-$5.2M - 170 part#501Mixed-$168K - 233 lives

Benefits portfolio analytics

1 plan / $168K premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$168K
  • Vision$168K
  • Life$168K
  • Short-term disability$168K
  • Long-term disability$168K
  • Other$168K
Total $168K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $168K1 slice

Broker market share

Schedule A broker compensation

Split broker
60%top
  • LOCKTON COMPANIES, LLC60%
  • HUB INTERNATIONAL MIDWEST LIMITED26%
  • MJ INSURANCE13%
Total $32K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NATIONWIDE SURPLUS 401(K) PLAN

401k

Assets$5.2M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONWIDE SURPLUS, LLC DBA ER2 HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$168K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONWIDE SURPLUS 401(K) PLAN401k$5.2M1702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONWIDE SURPLUS, LLC DBA ER2 HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$168K2332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica