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Sponsor portfolio

NICHE.COM

EIN 41-2054230-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$3.2M premiums
Participants
729
30 S 15TH ST, SUITE 1550, PMB 223430 - PHILADELPHIA, PA 191024806412-361-5082
Plans on this EIN
2 filings
#001401k-$23.1M - 436 part#501Fully Insured-$3.2M - 507 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 507 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$359K
  • Life$359K
  • Short-term disability$359K
  • Long-term disability$359K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN1%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • DESTEFANO, DANIEL S72%
  • DANIEL DESTEFANO18%
  • LIBERTY FINANCIAL SERVICES9%
  • LIBERTY INSURANCE SERVICES1%
Total $122K4 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

NICHE.COM, INC. 401(K) PLAN

401k

Assets$23.1M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NICHE.COM HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK INC.

Premiums$3.2M
Covered lives507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NICHE.COM, INC. 401(K) PLAN401k$23.1M4362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NICHE.COM HEALTH AND WELFARE PLANFully InsuredHIGHMARK INC.$3.2M5072025
Retirement plans
Welfare plans
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