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
Filings through .
Top hat
Nelson-Jameson, Inc.
EIN 39-0987938wholesaleLatest filing 2025
Plans
2
Retirement
1
$32.3M assets
Health & Benefits
1
$1.3M premiums
Participants
703
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.3M premiums / 308 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
NELSON-JAMESON, INC. RETIREMENT PLAN
401(k)
Assets$32.3M
Participants390
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508
NELSON-JAMESON WRAP PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives308
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NELSON-JAMESON, INC. RETIREMENT PLAN | 401(k) | $32.3M | 390 | 2025 |
- #002 · 401(k) · 2025390
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #508 | NELSON-JAMESON WRAP PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $1.3M | 308 | 2025 |
- #508 · Mixed · HCC LIFE INSURANCE COMPANY · 2025308
Retirement plans
Health & Benefits plans