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Sponsor portfolioWelfare / HealthEIN 39-0987938

NELSON-JAMESON, INC.

2400 E. 5TH ST. · MARSHFIELD, WI 54449
7153871151
Plans filed
7
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
308
No prior year
Total participants
313
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #506$1.9M
NELSON-JAMESON, INC. - HEALTH
Fully insured354 covered·1 carrier
Primary: ANTHEM BLUE CROSS AND BLUE SHIELD
Plan #508$1.3M
NELSON-JAMESON WRAP PLAN
Mixed308 covered·3 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #505$315K
NELSON-JAMESON, INC. - INDEM
Fully insured56 covered·1 carrier
Primary: SECURITY HEALTH PLAN
Plan #507$100K
NELSON-JAMESON, INC - DENTAL PLAN
Fully insured0 covered·1 carrier
Primary: DELTA DENTAL OF WISCONSIN
Plan #502$25K
NELSON-JAMESON, INC. LONG TERM DISABILITY
Fully insured204 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #501$7K
NELSON-JAMESON, INC LIFE
Fully insured204 covered·1 carrier
Primary: THE HARTFORD
Plan #503$0
NELSON-JAMESON, INC. SHORT TERM DISABILITY
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.1M71.6%
Life$137K8.9%
Long-term disability$137K8.9%
Other$137K8.9%
Vision$25K1.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$1.1M87.1%11246
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$137K10.9%11308
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$25K2.0%11183

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANSAY & ASSOCIATES LLCPORT WASHINGTON, WIWYSSTA INSURANCE COMPANY INC, HARTFORD LIFE AND ACCIDENT$11K$734$11K73.2%1
M3 INSURANCE SOLUTIONS INCMADISON, WIWYSSTA INSURANCE COMPANY INC, HARTFORD LIFE AND ACCIDENT$4K$0$4K26.8%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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