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Sponsor portfolioTH

NEXTSOURCE, INC.

EIN 13-4045800-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$27.3M assets
Welfare
1
$4.5M premiums
Participants
6,083
1040 AVENUE OF THE AMERICAS, FLOOR 24 - NEW YORK, NY 10018629-777-3923nextsource.comLinkedIn1001-5000 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$27.3M - 5,768 part#504Fully Insured-$4.5M - 735 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 735 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Vision$4.3M
  • Short-term disability$70K
  • Long-term disability$68K
  • Life$35K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • JANUS ASSOCIATES, INC. DBA BHS0%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • USI INSURANCE SERVICES LLC61%
  • ASSUREDPARTNERS19%
  • MARSH & MCLENNAN AGENCY LLC16%
  • EMERSON REID LLC3%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $216K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEXTSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$27.3M
Participants5,768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

NEXTSOURCE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives735
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXTSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$27.3M5,7682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504NEXTSOURCE HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.5M7352025
Retirement plans
Welfare plans
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