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  1. Companies/
  2. NELNET, INC.
Sponsor portfolioTH

NELNET, INC.

EIN 84-0748903-financial services-Latest filing 2024
Plans
3
Retirement
1
$755.3M assets
Welfare
2
$3.7M premiums
Participants
22,623
121 S 13TH STREET, STE 201 - LINCOLN, NE 68508402-458-2303nelnetinc.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$755.3M - 10,864 part#514Fully Insured-$3.7M - 7,081 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.7M premiums / 7,081 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.8M
  • Life$2.2M
  • Long-term disability$2.0M
  • Vision$1.0M
  • Health$160K
  • Dental$160K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY68%
  • EYEMED VISION CARE24%
  • COMPSYCH4%
  • TRIPLE S SALUD, INC.4%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • HUB INTERNATIONAL MIDWEST LIMITED53%
  • LOCKTON COMPANIES, LLC34%
  • KEELER & ASSOCIATES11%
  • GALLAGHER BENEFIT SERVICES, INC.1%
  • SHAWN J KEELER1%
Total $500K5 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$3.7M
Covered lives7,081
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$3.7M7,0812024
510NELNET SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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