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  2. NATIONAL BOARD OF MEDICAL EXAMINERS
Sponsor portfolioTH

NATIONAL BOARD OF MEDICAL EXAMINERS

EIN 23-1352238-Educational Services-Latest filing 2024
Plans
3
Retirement
2
$358.4M assets
Welfare
1
$711K premiums
Participants
1,752
3750 MARKET STREET - PHILADELPHIA, PA 19104215-590-9500
Plans on this EIN
3 filings
#001TraditionalDB-$335.0M - 795 part#002401k-$23.4M - 344 part#501Mixed-$711K - 1,073 lives

Retirement portfolio analytics

2 plans aggregated / $358.4M assets / 1,139 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • OF MEDICAL EXAMINERS (#001)93%
  • MEDICAL EXAMINERS 401(K) (#002)7%
Total $358.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • (Not disclosed)93%
  • THE VANGUARD GROUP, INC.7%
Total $358.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF MEDICAL EXAMINERS (#001)795
  • MEDICAL EXAMINERS 401(K) (#002)344
Total 1,139Click row to drill in

Benefits portfolio analytics

1 plan / $711K premiums / 1,073 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$631K
  • Life$438K
  • Long-term disability$438K
  • Vision$80K
Total $711K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • HARTFORD LIFE AND ACCIDENT62%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA27%
  • EYEMED VISION CARE11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $711K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $90K1 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$23.4M
Participants344
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$711K
Covered lives1,073
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$23.4M3442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL BOARD OF MEDICAL EXAMINERS WELFARE AND FLEXIBLE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$711K1,0732024
Retirement plans
Welfare plans
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