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Sponsor portfolio

NB VENTURES, INC.

EIN 22-3721259-Latest filing 2025
Plans
2
Retirement
1
$63.2M assets
Welfare
1
$5.7M premiums
Participants
1,364
100 WALNUT AVENUE, SUITE 304 - CLARK, NJ 07066732-382-6565
Plans on this EIN
2 filings
#001401k-$63.2M - 861 part#501Fully Insured-$5.7M - 540 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 540 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$4.8M
  • Prescription drug$4.8M
  • Short-term disability$776K
  • Life$433K
  • Long-term disability$433K
  • +2 more
Total $5.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HORIZON HEALTHCARE SERVICES, INC.85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
  • VISION SERVICE PLAN2%
Total $5.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HAFETZ AND ASSOCIATES, LLC99%
  • NFP INSURANCE SERVICES INC1%
Total $186K2 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

NB VENTURES, INC. 401(K) PLAN

401k

Assets$63.2M
Participants861
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NB VENTURES WELFARE BENEFIT PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$5.7M
Covered lives540
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NB VENTURES, INC. 401(K) PLAN401k$63.2M8612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NB VENTURES WELFARE BENEFIT PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$5.7M5402025
Retirement plans
Welfare plans
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