Plan5500

Nelson-Jameson Wrap Plan — Form 5500 plan (Nelson-Jameson, Inc.)

Plain-English plan 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, Nelson-Jameson Wrap Plan is a benefit plan reported by Nelson-Jameson, Inc. under EIN 39-0987938 and plan number 508. The latest loaded filing year is 2023. The filing reports 221 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nelson-Jameson, Inc.
EIN
39-0987938
Plan number
508
Plan type
2
Location
Marshfield, WI
Latest filing year
2023
Participants
221
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221C20250815083802NAL0029825218001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr, Inc.CLAIMS PROCESSING$29,920$1552023
Delta Dental Of WisconsinTHIRD PARTY ADMIN$8,376not reported in the loaded dataset2023
Employee Benefits CorporationCLAIMS PROCESSING$1,622not reported in the loaded dataset2023
Ansay & AssociatesINS AGENT OR BROKER$952not reported in the loaded dataset2023
Ansay & AssociatesINS AGENT OR BROKER$56not reported in the loaded dataset2023

Related Form 5500 pages