Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$105K
- Life$30K
- Other$3K
Sponsor portfolio
WALDEMAR S NELSON & COMPANY, INC
EIN 72-0488863oil & energyLatest filing 2024
Plans
2
Retirement
1
$97.7M assets
Welfare
1
$138K premiums
Participants
551
1200 ST. CHARLES AVENUE - NEW ORLEANS, LA 701304334504-593-5351wsnelson.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $138K premiums / 236 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WALDEMAR S. NELSON & COMPANY, INC. 401(K) RETIREMENT PLAN & TRUST
401k
Assets$97.7M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALDEMAR S. NELSON & CO., INC. EMPLOYEE BENEFITS PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$138K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALDEMAR S. NELSON & COMPANY, INC. 401(K) RETIREMENT PLAN & TRUST | 401k | $97.7M | 330 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALDEMAR S. NELSON & CO., INC. EMPLOYEE BENEFITS PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $138K | 236 | 2024 |
Retirement plans
Welfare plans