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Sponsor portfolioTH

NCM ASSOCIATES, INC.

EIN 44-0648371-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$115.1M assets
Welfare
1
$4.0M premiums
Participants
563
4717 GRAND AVENUE, SUITE 500 - KANSAS CITY, MO 64112913-383-6703ncmassociates.comLinkedIn201-500 employeesprofessional training & coaching
Plans on this EIN
2 filings
#002ESOP-$115.1M - 343 part#505Fully Insured-$4.0M - 491 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$197K
  • Vision$197K
  • Other$76K
  • Life$73K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • FIRST STOP HEALTH1%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $153K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NCM ASSOCIATES, INC. ESOP/401(K) PLAN

ESOP

Assets$115.1M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

NCM ASSOCIATES, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF KANSAS CITY

Premiums$4.0M
Covered lives491
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NCM ASSOCIATES, INC. ESOP/401(K) PLANESOP$115.1M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505NCM ASSOCIATES, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF KANSAS CITY$4.0M4912025
Retirement plans
Welfare plans
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