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Form 5500 · Employee benefit plan · WISCONSIN DELLS, WI

T.R. NELSON, INC

Public Form 5500 records show how T.R. NELSON, INC (WISCONSIN DELLS, WI) structures its employee benefits. Its broker of record is HAYS COMPANIES, INC.. Coverage is written through DELTA DENTAL OF WISCONSIN and 7 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Insurance carrier
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1475071 · plan 501 · as of Jul 2026

Participants
924
Carriers on file
8
Disclosed commissions
$69,500
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
DELTA DENTAL OF WISCONSINDental736May$26,025
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife399December$11,575
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY296December$9,591
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY202December$8,255
UNITED HEALTHCARE INSURANCE COMPANY802December$7,771
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability96December$4,558
METROPOLITAN LIFE INSURANCE COMPANYVision1,163December$1,725
COMPANION LIFE INSURANCEStop-loss800December$0

Questions

Who is T.R. NELSON, INC's benefits broker?

Per its most recent Form 5500 Schedule A, T.R. NELSON, INC's broker of record is HAYS COMPANIES, INC..

What insurance carrier does T.R. NELSON, INC use?

T.R. NELSON, INC's benefit plan is written through DELTA DENTAL OF WISCONSIN, among 8 disclosed carriers.

When does T.R. NELSON, INC's group plan renew?

The most recent Schedule A policy period for T.R. NELSON, INC ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from T.R. NELSON, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.