T.r. Nelson, Inc.
Overview
T.r. Nelson, Inc. sponsors a self-funded health plan that covered 1,122 participants in plan year 2025, up 16% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,122 · prior year 971
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- T.r. Nelson, Inc. Flexible Benefit Plan, plan 501 (1,122 participants)
- Stop-loss carrier
- Tokio Marine
- Broker compensation
- $126K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Tokio Marine | Stop-loss | 110 | $614K | — |
| The Lincoln National Life Insurance Company | Life, Weekly Income, Voluntary Life, Long-term disability, Voluntary Life & AD&D | 404 | $410K | $87K |
| Delta Dental of Wisconsin | Dental | 855 | $388K | $23K |
| United Healthcare Insurance Company | Transplant | 110 | $106K | $11K |
| Metropolitan Life Insurance Company | Vision | 1,302 | $54K | $5K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,122 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- T.r. Nelson, Inc.
- Sponsor EIN
- 39-1475071
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 39-1475071 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- T. R. Nelson, Inc. Profit Sharing Plan
- Type
- 401(k) plan
- Participants
- 1,978
About this data
Source: T.r. Nelson, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with T.r. Nelson, Inc..