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Sponsor portfolioWelfare / HealthEIN 94-1726599
GARY D. NELSON ASSOCIATES, INC.
5341 OLD REDWOOD HWY,SUITE 340 · PETALUMA, CA 94954
7079356113
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
116
No prior year
Total participants
140
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 52.7% | |
| Other | $813K | 33.7% | |
| Life | $104K | 4.3% | |
| Stop-loss | $75K | 3.1% | |
| Vision | $65K | 2.7% | |
| Dental | $59K | 2.4% | |
| Long-term disability | $17K | 0.7% | |
| Short-term disability | $7K | 0.3% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HOth | $733K | 50.0% | 1 | 1 | 94 |
EIN 941340523 | H | $538K | 36.6% | 1 | 2 | 65 |
EIN 314156830 | LSLOth | $75K | 5.1% | 1 | 1 | 67 |
EIN 470098400 | DV | $59K | 4.0% | 1 | 1 | 116 |
EIN 954331852 | VLLTD | $52K | 3.5% | 1 | 3 | 102 |
EIN 470322111 | STD | $7K | 0.5% | 1 | 1 | 7 |
EIN 421338303 | Oth | $2K | 0.2% | 1 | 1 | 16 |
EIN 222868548 | Oth | $2K | 0.1% | 1 | 1 | 67 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | CHICAGO, IL | KAISER FOUNDATION HEALTH PLAN INC., ARAG INSURANCE COMPANY, NATIONWIDE, AMERITAS, CRUM & FORSTER | $72K | $2K | $74K | 99.5% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $353 | $353 | 0.5% | 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