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Sponsor portfolioTH

NEXTPOINT GROUP, LLC

EIN 20-1322593-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$48.0M assets
Welfare
1
$4.9M premiums
Participants
786
14200 PARK MEADOW DRIVE, SUITE 200S - CHANTILLY, VA 20151703-349-3433nextpointgroup.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$45.2M - 301 part#002ProfitSharing-$2.8M - 177 part#501Fully Insured-$4.9M - 476 lives

Retirement portfolio analytics

2 plans aggregated / $48.0M assets / 478 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • GROUP, LLC 401(K) (#001)94%
  • PROFIT SHARING PLAN (#002)6%
Total $48.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, LLC 401(K) (#001)301
  • PROFIT SHARING PLAN (#002)177
Total 478Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Dental$820K
  • Vision$820K
  • Life$820K
  • Short-term disability$820K
  • +2 more
Total $4.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $4.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • PATRIOT GROWTH INSURANCE SERVICES94%
  • EMPLOYEE NAVIGATOR, LLC6%
Total $251K2 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

NEXTPOINT GROUP, LLC 401(K) PLAN

401k

Assets$45.2M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEXTPOINT GROUP LLC PROFIT SHARING PLAN

ProfitSharing

Assets$2.8M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXTPOINT GROUP, LLC WELFARE BENEFIT PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC

Premiums$4.9M
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEXTPOINT GROUP, LLC 401(K) PLAN401k$45.2M3012024
002NEXTPOINT GROUP LLC PROFIT SHARING PLANProfitSharing$2.8M1772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXTPOINT GROUP, LLC WELFARE BENEFIT PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC$4.9M4762025
Retirement plans
Welfare plans
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