2023 Form 5500 filing — T.R. Nelson, Inc Flexible Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010084034NAL0011303251003) for T.R. Nelson, Inc Flexible Benefit Plan, reported by T.R. Nelson, Inc under EIN 39-1475071 and plan number 501. It reports 881 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084034NAL0011303251003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T.R. Nelson, Inc
- EIN
- 39-1475071
- Plan number
- 501
- Location
- Wisconsin Dells, WI
- Participants
- 881
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optum Rx, Inc. | PHARMACY BENEFIT MANAGER | $1,284,811 | $4,755 |
| Umr, Inc | CLAIMS PROCESSING | $383,538 | $2,836 |
| Hays Companies Of Wi | BROKER | $105,293 | not reported in the loaded dataset |