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Sponsor portfolio

NORTH CENTRAL EQUITY LLC

EIN 20-1180958-investment management-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$13K premiums
Participants
496
5301 EAST RIVER ROAD, SUITE 113 - MINNEAPOLIS, MN 55421612-465-0260ncequity.netLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$6.4M - 496 part#501Fully Insured-$13K - 129 lives

Benefits portfolio analytics

1 plan / $13K premiums / 129 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $13K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARSH & MCLENNAN AGENCY LLC71%
  • GIS BENEFITS INC29%
Total $3K2 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

NORTH CENTRAL EQUITY LLC 401(K) PLAN

401k

Assets$6.4M
Participants496
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH CENTRAL EQUITY LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$13K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTH CENTRAL EQUITY LLC 401(K) PLAN401k$6.4M4962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH CENTRAL EQUITY LLC HEALTH & WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$13K1292025
Retirement plans
Welfare plans
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