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Sponsor portfolio

NCINO, INC.

EIN 46-4353148-computer software-Latest filing 2025
Plans
2
Retirement
1
$110.3M assets
Welfare
1
$15.9M premiums
Participants
3,340
6770 PARKER FARM DRIVE, SUITE 300 - WILMINGTON, NC 28405910-458-3253ncino.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$110.3M - 1,669 part#501Fully Insured-$15.9M - 2,883 lives

Benefits portfolio analytics

1 plan / $15.9M premiums / 2,883 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.7M
  • Prescription drug$12.7M
  • Other$1.7M
  • Dental$1.5M
  • Vision$1.5M
  • Life$1.5M
  • +2 more
Total $15.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • STARMOUNT LIFE INSURANCE COMPANY9%
  • FOUR EVER LIFE INSURANCE COMPANY0%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $15.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • MERCER HEALTH AND BENEFITS, LLC46%
  • GALLAGHER BENEFIT SERVICES, INC.29%
  • MOSAIC GROUP SERVICES25%
  • HAROLD W WELLS & SONS INC0%
Total $323K4 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

NCINO, INC. 401(K) PLAN

401k

Assets$110.3M
Participants1,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NCINO OPCO, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$15.9M
Covered lives2,883
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NCINO, INC. 401(K) PLAN401k$110.3M1,6692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NCINO OPCO, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$15.9M2,8832025
Retirement plans
Welfare plans
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