Form 5500 · Employee benefit plan · PETALUMA, CA
GARY D. NELSON ASSOCIATES, INC.
Public Form 5500 records show how GARY D. NELSON ASSOCIATES, INC. (PETALUMA, CA) structures its employee benefits. Its broker of record is HUB INTERNATIONAL MIDWEST LIMITED. Coverage is written through BLUE CROSS OF CALIFORNIA and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1726599 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 94 | December | $26,917 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 65 | December | $15,857 |
| NATIONWIDE | Life, Stop-loss | 67 | December | $11,003 |
| AMERITAS | Dental, Vision | 116 | December | $8,797 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 68 | December | $3,430 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 7 | December | $2,472 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 5 | December | $1,787 |
| ANTHEM LIFE INSURANCE COMPANY | Disability | 68 | December | $1,674 |
| CRUM & FORSTER | — | 67 | December | $304 |
| ARAG INSURANCE COMPANY | — | 16 | December | $241 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Vision | 102 | December | $0 |
Questions
Who is GARY D. NELSON ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, GARY D. NELSON ASSOCIATES, INC.'s broker of record is HUB INTERNATIONAL MIDWEST LIMITED.
What insurance carrier does GARY D. NELSON ASSOCIATES, INC. use?
GARY D. NELSON ASSOCIATES, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 11 disclosed carriers.
When does GARY D. NELSON ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for GARY D. NELSON ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GARY D. NELSON ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.