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Sponsor portfolio

NEXTGEN SECURITY, LLC

EIN 46-0986506-security and investigations-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$330K premiums
Participants
548
770 PENNSYLVANIA DRIVE SUITE 120 - EXTON, PA 19341484-235-5524nextgensecured.comLinkedIn51-200 employeessecurity and investigations
Plans on this EIN
2 filings
#001401k-$11.8M - 288 part#501Mixed-$330K - 262 lives

Benefits portfolio analytics

1 plan / $330K premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$330K
  • Vision$330K
  • Life$330K
  • Short-term disability$330K
  • Long-term disability$330K
  • Other$330K
Total $330K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $330K1 slice

Broker market share

Schedule A broker compensation

Split broker
64%top
  • PENTRA LLC64%
  • JAMES R NELLIGAN & ASSOCIATES LLC27%
  • GCG FINANCIAL LLC9%
Total $56K3 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

NEXTGEN SECURITY, LLC 401(K) PLAN

401k

Assets$11.8M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXTGEN SECURITY HEALTH PLANS

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$330K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXTGEN SECURITY, LLC 401(K) PLAN401k$11.8M2882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXTGEN SECURITY HEALTH PLANSMixedSUN LIFE ASSURANCE COMPANY OF CANADA$330K2622025
Retirement plans
Welfare plans
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