Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Other$813K
- Life$104K
- Stop-loss$75K
- Vision$65K
- Dental$59K
- +2 more
Sponsor portfolioTH
GARY D. NELSON ASSOCIATES, INC.
EIN 94-1726599human resourcesLatest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$1.5M premiums
Participants
802
5341 OLD REDWOOD HWY,SUITE 340 - PETALUMA, CA 94954707-935-6113LinkedIn1-10 employeeshuman resources
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 116 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- BLUE CROSS OF CALIFORNIA50%
- KAISER FOUNDATION HEALTH PLAN INC37%
- NATIONWIDE LIFE INSURANCE COMPANY5%
- AMERITAS LIFE INSURANCE CORP.4%
- ANTHEM LIFE INSURANCE COMPANY4%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- JAMES R NELLIGAN & ASSOCIATES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$16.8M
Participants662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.5M
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $16.8M | 662 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GARY D. NELSON ASSOCIATES, INC. GROUP HEALTH PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.5M | 116 | 2025 |
Retirement plans
Welfare plans