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Sponsor portfolio

NORTH MILL EQUIPMENT FINANCE, LLC

EIN 36-4731388-financial services-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$2.3M premiums
Participants
495
601 MERRITT 7, SUITE 5 - NORWALK, CT 06851203-354-6090nmef.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$11.5M - 282 part#501Fully Insured-$2.3M - 205 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$296K
  • Vision$296K
  • Life$296K
  • Long-term disability$296K
  • Other$296K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • HP PLANNING LLC85%
  • PROFESSIONAL GROUP PLANS INC9%
  • GCG FINANCIAL LLC6%
Total $172K3 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

NORTH MILL EQUIPMENT FINANCE RETIREMENT PLAN

401k

Assets$11.5M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH MILL EQUIPMENT FINANCE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTH MILL EQUIPMENT FINANCE RETIREMENT PLAN401k$11.5M2822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH MILL EQUIPMENT FINANCE HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M2052025
Retirement plans
Welfare plans
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