Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Prescription drug$5.0M
- Dental$346K
- Other$253K
- Life$118K
- Long-term disability$118K
- +1 more
Sponsor portfolio
NEPC, LLC
EIN 26-1429809financial servicesLatest filing 2024
Plans
2
Retirement
1
$170.8M assets
Welfare
1
$5.6M premiums
Participants
962
225 FRANKLIN STREET, 29TH FLOOR - BOSTON, MA 02110617-374-1300nepc.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.6M premiums / 723 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
98%top
- DIGITAL INSURANCE LLC98%
- MJ INSURANCE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEPC, LLC PROFIT SHARING AND 401(K) PLAN
401k
Assets$170.8M
Participants644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEPC, LLC HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
Premiums$5.6M
Covered lives723
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEPC, LLC PROFIT SHARING AND 401(K) PLAN | 401k | $170.8M | 644 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEPC, LLC HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | $5.6M | 723 | 2024 |
Retirement plans
Welfare plans