Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees, the Nelson Trustbenefits

The Nelson Trust · PORTLAND, OR · plan year 2024

Broker compensation reported · 2024
$1,876

Board of Trustees, the Nelson Trust's benefits plans covered 626 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $1,876 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $3 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 26% from $2,536 in 2023.

Insurance contracts · 20243
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 2,588 covered
PREMERA BLUE CROSS · healthpremiums n/a · 1 covered
LIFEWISE ASSURANCE CO · stop-losspremiums n/a · 648 covered
Brokers & agents paid · 20241
MERCER HEALTH & BENEFITS LLC$1,876 · incl $1,876 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 936041903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.