PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NELSON WHOLESALE
Sponsor portfolio

NELSON WHOLESALE

EIN 75-1469938-wholesale-Latest filing 2025
Plans
2
Retirement
1
$920K assets
Welfare
1
$69K premiums
Participants
85
2500 HIGHWAY 377 S - BROWNWOOD, TX 768013906325-643-3636LinkedIn1-10 employeeswholesale
Plans on this EIN
2 filings
#001401k-$920K - 85 part#502Fully Insured-$69K - 96 lives

Benefits portfolio analytics

1 plan / $69K premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$69K
  • Life$69K
  • Short-term disability$69K
  • Long-term disability$69K
  • Other$69K
Total $69K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • DEARBORN LIFE INSURANCE COMPANY100%
Total $69K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $14K1 slice

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 WHOLESALE SERVICE INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$920K
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NELSON WHOLESALE ANCILLARY PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$69K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NELSON WHOLESALE SERVICE INC. EMPLOYEES 401(K) PROFIT SHARING PLAN401k$920K852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NELSON WHOLESALE ANCILLARY PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$69K962025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica