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Sponsor portfolio

THE NELSON GROUP

EIN 84-3844954-Latest filing 2025
Plans
2
Retirement
1
$241K assets
Welfare
1
$38K premiums
Participants
326
11500 THERESA DRIVE - LEMONT, IL 60439313-318-5173
Plans on this EIN
2 filings
#001OtherDC-$241K - 141 part#501Fully Insured-$38K - 185 lives

Benefits portfolio analytics

1 plan / $38K premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$38K
  • Life$38K
  • Other$38K
Total $38K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • DEARBORN LIFE INSURANCE COMPANY100%
Total $38K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $6K1 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

THE WOODLANDS AT CANTERFIELD 401(K) RETIREMENT PLAN

OtherDC

Assets$241K
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE NELSON GROUP HEALTH & WELFARE PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$38K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WOODLANDS AT CANTERFIELD 401(K) RETIREMENT PLANOtherDC$241K1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE NELSON GROUP HEALTH & WELFARE PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$38K1852025
Retirement plans
Welfare plans
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