Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$92K
- Short-term disability$92K
- Long-term disability$92K
- Other$92K
- Dental$52K
- Vision$6K
Sponsor portfolio
NBI, INC.
EIN 39-1768861Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$150K premiums
Participants
240
1218 MCCANN DRIVE - ALTOONA, WI 54720715-855-8609
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $150K premiums / 78 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- SUN LIFE ASSURANCE COMPANY OF CANADA61%
- DELTA DENTAL OF CALIFORNIA35%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NBI, INC. PROFIT SHARING AND 401(K) PLAN
401k
Assets$18.2M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
NBI, INC. EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$150K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NBI, INC. PROFIT SHARING AND 401(K) PLAN | 401k | $18.2M | 142 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | NBI, INC. EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $150K | 78 | 2024 |
Retirement plans
Welfare plans