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Sponsor portfolio

NEXTGEN CLIMATE ACTION

EIN 46-1957345-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$1.8M premiums
Participants
240
548 MARKET ST #98097 - SAN FRANCISCO, CA 94104415-847-7091LinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$5.5M - 180 part#501Fully Insured-$1.8M - 100 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$111K
  • Prescription drug$66K
  • Vision$45K
  • Life$36K
  • Short-term disability$36K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • ANTHEM LIFE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • VISION SERVICE PLAN2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • DH INSURANCE SERVICES97%
  • ENROLLEASE3%
  • PACIFIC ADVISORS LLC0%
Total $48K3 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 CLIMATE ACTION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.5M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXTGEN CLIMATE ACTION HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$1.8M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXTGEN CLIMATE ACTION 401(K) PROFIT SHARING PLAN & TRUST401k$5.5M1802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXTGEN CLIMATE ACTION HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS$1.8M1002025
Retirement plans
Welfare plans
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