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Sponsor portfolioWelfare / HealthEIN 93-6041903
BOARD OF TRUSTEES, THE NELSON TRUST
5331 S MACADAM AVE STE 220 · PORTLAND, OR 97239
5032240048
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 11
- Latest filing
- 2025
Total premiums (latest)
$390K
No prior year
Persons covered
1,778
No prior year
Total participants
819
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $270K | 53.4% | |
| Life | $115K | 22.8% | |
| Other | $115K | 22.8% | |
| Health | $5K | 1.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | SL | $270K | 69.2% | 1 | 1 | 589 |
EIN 135581829 | LOth | $115K | 29.5% | 1 | 1 | 1,778 |
EIN 910499247 | H | $5K | 1.3% | 1 | 1 | 1 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY | $0 | $4K | $4K | 100.0% | 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