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Sponsor portfolioWelfare / HealthEIN 39-1475071

T.R. NELSON, INC

PO BOX 590 · WISCONSIN DELLS, WI 53965
6082546810
Plans filed
1
Years active
2015–2024
Industry
NAICS 71
Latest filing
2024
Total premiums (latest)
$1.8M
No prior year
Persons covered
1,163
No prior year
Total participants
971
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
T.R. NELSON, INC FLEXIBLE BENEFIT PLAN
Mixed1,163 covered·5 carriers
Primary: COMPANION LIFE INSURANCE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.1M58.3%
Dental$356K18.9%
Other$274K14.5%
Life$77K4.1%
Vision$48K2.6%
Long-term disability$30K1.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
SL
$1.1M60.8%11800
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$356K19.7%11736
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$227K12.5%14399
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$78K4.3%11802
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$48K2.7%111,163

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HAYS COMPANIES, INC.MILWAUKEE, WITHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN$56K$4K$60K75.8%1
BROWN & BROWN INSURANCE SERVICESMILWAUKEE, WITHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED HEALTHCARE INSURANCE COMPANY$13K$0$13K16.4%1
STRATEGIC NON-MEDICAL SOLUTIONS LLCBOSTON, MATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$6K$6K7.8%1

History & trajectory

10 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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