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Sponsor portfolio

NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.

EIN 39-1031440-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$501K premiums
Participants
190
N4 W22000 BLUEMOUND ROAD - WAUKESHA, WI 53186262-548-8080LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$1.6M - 89 part#510Mewa-$501K - 97 lives

Benefits portfolio analytics

1 plan / $501K premiums / 97 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$470K
  • Dental$470K
  • Vision$470K
  • Prescription drug$470K
  • Other$31K
  • Life$30K
  • +2 more
Total $501K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $501K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • R & R INSURANCE SERVICES INC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

403(B) THRIFT PLAN FOR EMPLOYEES OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.

401k

Assets$1.6M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. HEALTH & WELFARE PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$501K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.401k$1.6M892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. HEALTH & WELFARE PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$501K972025
Retirement plans
Welfare plans
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