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Sponsor portfolioWelfare / HealthEIN 20-8647785

NATIONWIDE SURPLUS, LLC

d/b/a ER2
730 EAST SOUTHERN AVENUE · MESA, AZ 85204
8443720002
Plans filed
2
Years active
2021–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$168K
No prior year
Persons covered
233
No prior year
Total participants
168
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$168K
NATIONWIDE SURPLUS, LLC DBA ER2 HEALTH AND WELFARE PLAN
Mixed233 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #001$0
NATIONWIDE SURPLUS 401(K) PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$168K16.7%
Vision$168K16.7%
Life$168K16.7%
Short-term disability$168K16.7%
Long-term disability$168K16.7%
Other$168K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$168K100.0%11233

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSCOTTSDALE, AZPRINCIPAL LIFE INSURANCE COMPANY$20K$0$20K60.4%1
HUB INTERNATIONAL MIDWEST LIMITEDPHOENIX, AZPRINCIPAL LIFE INSURANCE COMPANY$0$9K$9K26.4%1
MJ INSURANCECARMEL, INPRINCIPAL LIFE INSURANCE COMPANY$4K$0$4K13.2%1

History & trajectory

5 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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