Assets by plan
Share of aggregate retirement assets
59%top
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Self Funded - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | N & E LEARNING, LLC 401K PLAN | 401k | $2.5M | 354 | 2024 | |
| 002 | N & E LEARNING, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 126 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | N & E LEARNING, LLC EMPLOYEE BENEFIT PLAN | Self Funded | FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY | $279K | 96 | 2025 | |
| 501 | N & E LEARNING, LLC GROUP INSURANCE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $39K | 333 | 2025 |