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Sponsor portfolio

NCB MANAGEMENT SERVICES, INC.

EIN 23-2777046-financial services-Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$1.5M premiums
Participants
523
1 ALLIED DRIVE - TREVOSE, PA 19053215-244-4200ncbi.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$15.6M - 311 part#501Mixed-$1.5M - 330 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Long-term disability$54K
  • Life$16K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • AETNA LIFE INSURANCE COMPANY0%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • THE REINARD AGENCY67%
  • ENROLLEASE18%
  • ASSUREDPARTNERS15%
  • KISTLER TIFFANY BENEFITS0%
Total $90K4 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

EMPLOYEE SAVINGS & RETIREMENT PLAN

401k

Assets$15.6M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NCB MANAGEMENT SERVICES INCORPORATED BENEFITS PLAN

Mixed - HIGHMARK INC

Premiums$1.5M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEE SAVINGS & RETIREMENT PLAN401k$15.6M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NCB MANAGEMENT SERVICES INCORPORATED BENEFITS PLANMixedHIGHMARK INC$1.5M3302025
Retirement plans
Welfare plans
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