Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Life$137K
- Long-term disability$137K
- Other$137K
- Vision$25K
Sponsor portfolioTH
NELSON-JAMESON, INC.
EIN 39-0987938wholesaleLatest filing 2025
Plans
2
Retirement
1
$33.9M assets
Welfare
1
$1.3M premiums
Participants
734
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 308 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- HCC LIFE INSURANCE COMPANY87%
- HARTFORD LIFE AND ACCIDENT11%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
73%top
- ANSAY & ASSOCIATES LLC73%
- M3 INSURANCE SOLUTIONS INC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NELSON-JAMESON, INC. RETIREMENT PLAN
401k
Assets$33.9M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
NELSON-JAMESON WRAP PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NELSON-JAMESON, INC. RETIREMENT PLAN | 401k | $33.9M | 421 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | NELSON-JAMESON WRAP PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $1.3M | 308 | 2025 |
Retirement plans
Welfare plans