Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEVELL GROUP, INC.
EIN 22-3892375constructionLatest filing 2025
Plans
3
Retirement
2
$32.1M assets
Welfare
1
$1.3M premiums
Participants
587
3001 ENTERPRISE STREET - BREA, CA 92821714-579-7501nevellgroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $32.1M assets / 423 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
67%top
- THE VANGUARD GROUP, INC.67%
- (Not disclosed)33%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 164 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$986K
- Prescription drug$986K
- Dental$166K
- Other$134K
- Life$91K
- Short-term disability$91K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
75%top
- KAISER FOUNDATION HEALTH PLAN INC75%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- AFLAC3%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- BRANDON TYLOR-DA SHIRLEY2%
- CARLOS DAVID HERNANDEZ1%
- DAVID HERNANDEZ1%
- TALHA ZAQUIR RAHMAN1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NGI 401(K) SAVINGS PLAN
401k
Assets$21.5M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE NEVELL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.5M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEVELL GROUP HEALTH AND BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.3M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NGI 401(K) SAVINGS PLAN | 401k | $21.5M | 218 | 2024 | |
| 003 | THE NEVELL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.5M | 205 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEVELL GROUP HEALTH AND BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.3M | 164 | 2025 |
Retirement plans
Welfare plans