Form 5500 · Employee benefit plan · PORTLAND, OR
BOARD OF TRUSTEES, THE NELSON TRUST
BOARD OF TRUSTEES, THE NELSON TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-6041903 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 2,588 | March | $0 |
| PREMERA BLUE CROSS | Health | 1 | December | $0 |
| LIFEWISE ASSURANCE CO | Stop-loss | 648 | December | $0 |
Questions
Who is BOARD OF TRUSTEES, THE NELSON TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES, THE NELSON TRUST's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does BOARD OF TRUSTEES, THE NELSON TRUST use?
BOARD OF TRUSTEES, THE NELSON TRUST's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does BOARD OF TRUSTEES, THE NELSON TRUST's group plan renew?
The most recent Schedule A policy period for BOARD OF TRUSTEES, THE NELSON TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOARD OF TRUSTEES, THE NELSON TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.