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Sponsor portfolio

NEXT LEVEL DOOR & MILLWORK, INC.

EIN 45-4294919-construction-Latest filing 2025
Plans
4
Retirement
2
$26.4M assets
Welfare
2
$902K premiums
Participants
1,015
82-585 SHOWCASE PKWY, # B102 - INDIO, CA 92203760-262-6322nldminc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
4 filings
#002ESOP-$18.7M - 301 part#001401k-$7.8M - 209 part#501Mixed-$889K - 266 lives#504Fully Insured-$13K - 239 lives

Retirement portfolio analytics

2 plans aggregated / $26.4M assets / 510 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#002)71%
  • LEVEL DOOR 401(K) (#001)29%
Total $26.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)301
  • LEVEL DOOR 401(K) (#001)209
Total 510Click row to drill in

Benefits portfolio analytics

2 plans / $902K premiums / 505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$920K
  • Life$12K
Total $932K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITED HEALTHCARE INSURANCE COMPANY99%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Total $932K2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • INSZONE INSURANCE SERVICES LLC72%
  • ASSUREDPARTNERS27%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $69K3 slices

Plan deep-dives

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

NLDM EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.7M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEXT LEVEL DOOR 401(K) PLAN

401k

Assets$7.8M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXT LEVEL DOOR & MILLWORK, INC. HEALTH AND WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$889K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

NEXT LEVEL DOOR & MILLWORK, INC GROUP INSURANCE PLAN_EQ

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$13K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NLDM EMPLOYEE STOCK OWNERSHIP PLANESOP$18.7M3012024
001NEXT LEVEL DOOR 401(K) PLAN401k$7.8M2092025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXT LEVEL DOOR & MILLWORK, INC. HEALTH AND WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$889K2662025
504NEXT LEVEL DOOR & MILLWORK, INC GROUP INSURANCE PLAN_EQFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$13K2392024
Retirement plans
Welfare plans
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