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Sponsor portfolio

NORTH, INC.

EIN 23-7399017-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.2M premiums
Participants
346
2709 N. BROAD ST, 2ND FLOOR, REAR - PHILADELPHIA, PA 19132215-978-6100
Plans on this EIN
2 filings
#001403b-$6.4M - 225 part#501Fully Insured-$1.2M - 121 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$43K
  • Long-term disability$22K
  • Life$13K
  • Short-term disability$5K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • KEYSTONE HEALTH PLAN EAST88%
  • BLUE CROSS OF CALIFORNIA5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $54K1 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

NORTH, INC. EMPLOYEE SAVINGS PLAN

403b

Assets$6.4M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH, INC FLEXIBLE BENEFITS PLAN

Fully Insured - KEYSTONE HEALTH PLAN EAST

Premiums$1.2M
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTH, INC. EMPLOYEE SAVINGS PLAN403b$6.4M2252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH, INC FLEXIBLE BENEFITS PLANFully InsuredKEYSTONE HEALTH PLAN EAST$1.2M1212025
Retirement plans
Welfare plans
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