Original filing (PDF)20250723151709NAL0005632880001

CARL A. NELSON & COMPANY

Name: CARL A. NELSON & COMPANY — CARL A NELSON & COMPANY WELFARE BENEFIT PLAN, Form 5500 (2024)
Creator: CARL A. NELSON & COMPANY

Form 5500-SF

FILING_RECEIVED

CARL A NELSON & COMPANY WELFARE BENEFIT PLAN

Health & welfare plan

Active participants

113

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARL A. NELSON & COMPANY.

Plan sponsor

Name

CARL A. NELSON & COMPANY

DBA

CARL A. NELSON & CO

EIN

42-0635367

Address

1815 DES MOINES AVE · BURLINGTON, IA · 526014520

Phone

(319) 754-8415

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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