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Sponsor portfolio

NCN MANAGEMENT LLC

EIN 47-2971832-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$215K premiums
Participants
866
1902 WRIGHT PLACE - CARLSBAD, CA 92008800-275-3243
Plans on this EIN
2 filings
#001401k-$15.2M - 569 part#501Mixed-$215K - 381 lives

Benefits portfolio analytics

1 plan / $215K premiums / 381 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$215K
  • Vision$215K
  • Life$215K
  • Short-term disability$215K
  • Other$215K
Total $215K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $215K1 slice

Broker market share

Schedule A broker compensation

Split broker
68%top
  • EDGEWOOD PARTNERS INSURANCE CENTER68%
  • PROFESSIONAL GROUP PLANS INC32%
Total $40K2 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

CHE & AFFILIATES 401(K) PLAN

401k

Assets$15.2M
Participants569
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHE BEHAVIORAL HEALTH SERVICES EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$215K
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHE & AFFILIATES 401(K) PLAN401k$15.2M5692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHE BEHAVIORAL HEALTH SERVICES EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$215K3812024
Retirement plans
Welfare plans
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