Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$614K
- Dental$388K
- Other$375K
- Long-term disability$142K
- Life$94K
- Vision$54K
Filings through .
T .R. Nelson, Inc
EIN 39-1475071retailLatest filing 2025
Plans
2
Retirement
1
$26.7M assets
Health & Benefits
1
$1.6M premiums
Participants
2,044
1305 KALAHARI DRIVE, P.O. BOX 590 - WISCONSIN DELLS, WI 539650590608-254-6810LinkedIn1001-5000 employeesretail
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 / $1.6M premiums / 1,302 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#001
T. R. NELSON, INC. PROFIT SHARING PLAN
401(k)
Assets$26.7M
Participants922
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
T.R. NELSON, INC FLEXIBLE BENEFIT PLAN
Mixed - TOKIO MARINE
Premiums$1.6M
Covered lives1,302
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | T. R. NELSON, INC. PROFIT SHARING PLAN | 401(k) | $26.7M | 922 | 2025 |
- #001 · 401(k) · 2025922
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | T.R. NELSON, INC FLEXIBLE BENEFIT PLAN | Mixed | TOKIO MARINE | $1.6M | 1,302 | 2025 |
- #501 · Mixed · TOKIO MARINE · 20251,302
Retirement plans
Health & Benefits plans