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Sponsor portfolioTH

NATIONAL BOARD OF MEDICAL EXAMINERS

EIN 23-1352238-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$366.7M assets
Welfare
1
$871K premiums
Participants
1,873
3750 MARKET STREET - PHILADELPHIA, PA 19104215-590-9793
Plans on this EIN
3 filings
#001TraditionalDB-$335.0M - 795 part#002401k-$31.7M - 385 part#501Mixed-$871K - 1,158 lives

Retirement portfolio analytics

2 plans aggregated / $366.7M assets / 1,180 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • OF MEDICAL EXAMINERS (#001)91%
  • MEDICAL EXAMINERS 401(K) (#002)9%
Total $366.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • (Not disclosed)91%
  • THE VANGUARD GROUP, INC.9%
Total $366.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF MEDICAL EXAMINERS (#001)795
  • MEDICAL EXAMINERS 401(K) (#002)385
Total 1,180Click row to drill in

Benefits portfolio analytics

1 plan / $871K premiums / 1,158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$776K
  • Life$577K
  • Long-term disability$577K
  • Vision$94K
Total $871K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • HARTFORD LIFE AND ACCIDENT66%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA23%
  • EYEMED VISION CARE11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $871K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT INCOME PLAN OF THE NATIONAL BOARD OF MEDICAL EXAMINERS

TraditionalDB

Assets$335.0M
Participants795
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIONAL BOARD OF MEDICAL EXAMINERS 401(K) PLAN

401k

Assets$31.7M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL BOARD OF MEDICAL EXAMINERS WELFARE AND FLEXIBLE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$871K
Covered lives1,158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT INCOME PLAN OF THE NATIONAL BOARD OF MEDICAL EXAMINERSTraditionalDB$335.0M7952024
002NATIONAL BOARD OF MEDICAL EXAMINERS 401(K) PLAN401k$31.7M3852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL BOARD OF MEDICAL EXAMINERS WELFARE AND FLEXIBLE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$871K1,1582025
Retirement plans
Welfare plans
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