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Sponsor portfolio

NEXTROLL, INC.

EIN 20-5096965-marketing and advertising-Latest filing 2024
Plans
2
Retirement
1
$41.0M assets
Welfare
1
$4.2M premiums
Participants
940
71 STEVENSON ST, STE 403 - SAN FRANCISCO, CA 94105415-226-9197nextroll.comLinkedIn501-1000 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$41.0M - 618 part#501Fully Insured-$4.2M - 452 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Other$240K
  • Dental$230K
  • Vision$230K
  • Life$230K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • AETNA LIFE INSURANCE COMPANY81%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • FILICE INSURANCE AGENCY67%
  • ACRISURE LLC33%
  • CHUBB INSURANCE SOLUTIONS AGENCY0%
Total $194K3 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

NEXTROLL 401(K) PLAN & TRUST

401k

Assets$41.0M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXTROLL, INC. WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.2M
Covered lives452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXTROLL 401(K) PLAN & TRUST401k$41.0M6182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXTROLL, INC. WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.2M4522024
Retirement plans
Welfare plans
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