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Sponsor portfolioWelfare / HealthEIN 20-1166802

NELSON AUTO GROUP, LLC

10210 S. MINGO RD. · TULSA, OK 74133
9185283402
Plans filed
1
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
580
No prior year
Total participants
401
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$2.1M
NELSON AUTO GROUP WELFARE BENEFITS PLAN
Fully insured580 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF OKLAHOMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M50.4%
Other$335K9.2%
Dental$293K8.1%
Vision$293K8.1%
Life$293K8.1%
Short-term disability$293K8.1%
Long-term disability$293K8.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$1.8M84.2%11372
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HDVLSTDLTDOth
$335K15.8%13580

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SUMMIT FINANCIAL GROUP INC.DALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF OKLAHOMA$62K$13K$75K52.5%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXMETROPOLITAN LIFE INSURANCE COMPANY$48K$13K$61K43.0%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$2K$4K$6K4.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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