Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NATIONAL OPINION RESEARCH CENTER
EIN 36-2167808Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$421.8M assets
Welfare
1
$1.5M premiums
Participants
9,672
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $421.8M assets / 8,549 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 1,354 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$727K
- Long-term disability$509K
- Other$204K
- Vision$101K
- Dental$42K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- PRINCIPAL LIFE INSURANCE COMPANY84%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- VISION SERVICE PLAN7%
- BLUE CROSS OF CALIFORNIA3%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
- +1 more
Broker market share
Schedule A broker compensation
46%top
- HUB INTERNATIONAL MIDWEST LIMITED46%
- MERCER HEALTH AND BENEFITS, LLC31%
- JAMES R NELLIGAN & ASSOCIATES LLC22%
- EOI SERVICE COMPANY INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
NORC, INC. RETIREMENT PLAN
403b
Assets$246.8M
Participants5,383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
NORC, INC. SUPPLEMENTAL RETIREMENT PLAN
403b
Assets$175.0M
Participants3,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522
NORC WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives1,354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NORC, INC. RETIREMENT PLAN | 403b | $246.8M | 5,383 | 2024 | |
| 004 | NORC, INC. SUPPLEMENTAL RETIREMENT PLAN | 403b | $175.0M | 3,166 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 522 | NORC WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $1.5M | 1,354 | 2024 |
Retirement plans
Welfare plans