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  2. NELNET, INC.
Sponsor portfolioTH

NELNET, INC.

EIN 84-0748903-financial services-Latest filing 2025
Plans
3
Retirement
1
$755.3M assets
Welfare
2
$4.1M premiums
Participants
20,790
121 SOUTH 13TH STREET, SUITE 201 - LINCOLN, NE 68508402-458-2370nelnetinc.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$755.3M - 10,864 part#514Fully Insured-$4.1M - 6,478 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $4.1M premiums / 6,478 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Life$2.2M
  • Long-term disability$2.0M
  • Vision$891K
  • Health$280K
  • Prescription drug$280K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY73%
  • EYEMED VISION CARE17%
  • TRIPLE S SALUD, INC.5%
  • COMPSYCH3%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • ALKEME INSURANCE SERVICES INC11%
  • KEELER & ASSOCIATES6%
  • VIDAL & RODRIGUEZ2%
Total $593K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NELNET 401(K) PLAN

401k

Assets$755.3M
Participants10,864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

NELNET HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives6,478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

NELNET SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NELNET 401(K) PLAN401k$755.3M10,8642024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
514NELNET HEALTH AND WELFARE BENEFIT PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$4.1M6,4782025
510NELNET SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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