Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Dental$356K
- Other$274K
- Life$77K
- Vision$48K
- Long-term disability$30K
Sponsor portfolio
T.R. NELSON, INC.
EIN 39-1475071retailLatest filing 2024
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$1.8M premiums
Participants
2,949
1305 KALAHARI DRIVE, P.O. BOX 590 - WISCONSIN DELLS, WI 539650590608-254-6810LinkedIn1001-5000 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 1,163 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- COMPANION LIFE INSURANCE COMPANY61%
- DELTA DENTAL OF CALIFORNIA20%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
- UNITED HEALTHCARE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
76%top
- HAYS COMPANIES, INC.76%
- BROWN & BROWN INSURANCE SERVICES16%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
T.R. NELSON, INC. PROFIT SHARING PLAN
401k
Assets$20.7M
Participants1,978
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
T.R. NELSON, INC FLEXIBLE BENEFIT PLAN
Mixed - COMPANION LIFE INSURANCE
Premiums$1.8M
Covered lives1,163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | T.R. NELSON, INC. PROFIT SHARING PLAN | 401k | $20.7M | 1,978 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | T.R. NELSON, INC FLEXIBLE BENEFIT PLAN | Mixed | COMPANION LIFE INSURANCE | $1.8M | 1,163 | 2024 |
Retirement plans
Welfare plans