Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Prescription drug$4.3M
- Dental$204K
- Life$80K
- Long-term disability$66K
- Vision$38K
Sponsor portfolioTH
NATIONAL EQUITY FUND, INC.
EIN 36-3490231real estateLatest filing 2025
Plans
2
Retirement
1
$91.6M assets
Welfare
1
$4.8M premiums
Participants
472
540 W. MADISON ST, SUITE 1900 - CHICAGO, IL 60606312-360-0400nationalequityfund.orgLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.8M premiums / 447 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- AMERITAS LIFE INSURANCE CORP.4%
- STANDARD INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- JAMES R NELLIGAN & ASSOCIATES LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN
401k
Assets$91.6M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NATIONAL EQUITY FUND, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.8M
Covered lives447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | 401k | $91.6M | 265 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NATIONAL EQUITY FUND, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.8M | 447 | 2025 |
Retirement plans
Welfare plans