Plan Ledger DOL Form 5500 · updated monthly

T.R. Nelson, Incbenefits

T.R. Nelson, Inc Flexible Benefit Plan · WISCONSIN DELLS, WI · plan year 2024

Broker compensation reported · 2024
$79,481

T.R. Nelson, Inc's benefits plans covered 969 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $356,352. Insurance brokers and agents were paid $79,481 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 22.3% of premiums. That is $82 per covered person, below the median for employer plans that report broker pay. Broker pay rose 25% from $63,826 in 2023.

Insurance contracts · 20248
DELTA DENTAL OF WISCONSIN · dental$356K · 736 covered
UNITED HEALTHCARE INSURANCE COMPANYpremiums n/a · 802 covered
COMPANION LIFE INSURANCE · stop-losspremiums n/a · 800 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 399 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 96 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 1,163 covered
Brokers & agents paid · 20244
HAYS COMPANIES$36,699 · incl $1,562 fees
HAYS COMPANIES, INC.$23,517 · incl $2,219 fees
STRATEGIC NON-MEDICAL SLTNS LLC$6,200 · incl $6,200 fees
Also brokered by Hays Companies5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 391475071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.