Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$499K
- Vision$468K
- Dental$426K
- Life$10K
Sponsor portfolio
NELSON & KENNARD
EIN 68-0143389law practiceLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$526K premiums
Participants
244
5011 DUDLEY BLVD, BUILDING 250 BAY G - MCCLELLAN, CA 95652866-920-2295LinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $526K premiums / 179 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- CALIFORNIA CHOICE78%
- HAWAII MEDICAL SERVICE ASSOCIATION13%
- KAISER FOUNDATION HEALTH PLAN INC6%
- PRINCIPAL LIFE INSURANCE COMPANY2%
- CHOICE BUILDER2%
Broker market share
Schedule A broker compensation
64%top
- ACRISURE LLC64%
- AMWINS32%
- JAMES FRENCH1%
- GA SOLUTIONS LLC1%
- ROGERS BENEFIT GROUP INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NELSON & KENNARD 401K PROFIT SHARING PLAN
401k
Assets$8.6M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NELSON & KENNARD HEALTH & WELFARE PLAN
Mixed - CALIFORNIACHOICE
Premiums$526K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NELSON & KENNARD 401K PROFIT SHARING PLAN | 401k | $8.6M | 116 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NELSON & KENNARD HEALTH & WELFARE PLAN | Mixed | CALIFORNIACHOICE | $526K | 179 | 2025 |
Retirement plans
Welfare plans