T.R. Nelson, Inc Flexible Benefit Plan — Form 5500 plan (T.R. Nelson, 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, T.R. Nelson, Inc Flexible Benefit Plan is a benefit plan reported by T.R. Nelson, Inc under EIN 39-1475071 and plan number 501. The latest loaded filing year is 2023. The filing reports 881 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
T.R. Nelson, Inc
EIN
39-1475071
Plan number
501
Plan type
2
Location
Wisconsin Dells, WI
Latest filing year
2023
Participants
881
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023881C20241010084034NAL0011303251003

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
Optum Rx, Inc.PHARMACY BENEFIT MANAGER$1,284,811$4,7552023
Umr, IncCLAIMS PROCESSING$383,538$2,8362023
Hays Companies Of WiBROKER$105,293not reported in the loaded dataset2023

Related Form 5500 pages