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Sponsor portfolio

NEXFIRM LLC

EIN 26-3485406-legal services-Latest filing 2024
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$3.8M premiums
Participants
538
455 CENTRAL PARK AVENUE, SUITE 312 - SCARSDALE, NY 10583212-292-1000nexfirm.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filings
#001401k-$27.2M - 350 part#501Mixed-$3.8M - 437 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.8M
  • Health$3.8M
  • Life$13K
  • Short-term disability$13K
  • Long-term disability$13K
Total $3.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY0%
Total $3.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • SEQUOIA BENEFITS & INS SVCS LLC91%
  • LOCKTON COMPANIES, LLC9%
  • NATIONAL BENEFIT CENTER0%
Total $157K3 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

NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN

401k

Assets$27.2M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXFIRM HEALTH BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.8M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN401k$27.2M3502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXFIRM HEALTH BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.8M4372024
Retirement plans
Welfare plans
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