# NELSON & KENNARD HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **NELSON & KENNARD**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | NELSON & KENNARD |
| EIN | 680143389 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | MCCLELLAN, CA |
| Industry | law practice |
| Funding | mixed |
| Total premiums | $526K |
| Participants | 128 |
| Persons covered | 179 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CALIFORNIA CHOICE | Health, Dental, Vision |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Vision |
| KAISER PERMANENTE | Health |
| PRINCIPAL FINANCIAL GROUP | Life |
| CHOICE BUILDER | Dental |
| HAWAII DENTAL SERVICE | Dental |

## Brokers

| Broker | Placed with |
|---|---|
| ACRISURE LLC | CALIFORNIACHOICE |
| AMWINS | CALIFORNIACHOICE |
| ACRISURE LLC | HAWAII MEDICAL ASSURANCE ASSOCIATION |
| JAMES FRENCH | HAWAII MEDICAL ASSURANCE ASSOCIATION |
| ACRISURE LLC | KAISER HEALTH PLAN OF COLORADO |
| ACRISURE LLC | PRINCIPAL LIFE INSURANCE COMPANY |
| GA SOLUTIONS LLC | PRINCIPAL LIFE INSURANCE COMPANY |
| ACRISURE LLC | CHOICEBUILDER |
| ROGERS BENEFIT GROUP INC | CHOICEBUILDER |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/680143389-501
- Cite as: PlanOptica, https://planoptica.com/welfare/680143389-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers