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Sponsor portfolio

NOVATECH, L.L.C.

EIN 48-1175730-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$42.1M assets
Welfare
1
$250K premiums
Participants
567
261 BRODHEAD ROAD, SUITE 100 - BETHLEHEM, PA 18017610-997-5100
Plans on this EIN
2 filings
#001401k-$42.1M - 283 part#501Mixed-$250K - 284 lives

Benefits portfolio analytics

1 plan / $250K premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$135K
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • Dental$114K
  • Vision$114K
Total $250K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA49%
  • AETNA LIFE INSURANCE COMPANY46%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $250K4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • THE EQUINOX AGENCY LLC55%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
  • CORPORATE SYNERGIES GROUP LLC13%
  • EQUINOX BENEFITS SOLUTIONS LLC2%
Total $35K4 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

NOVATECH, L.L.C. 401(K) PLAN

401k

Assets$42.1M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NOVATECH, LLC GROUP WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$250K
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NOVATECH, L.L.C. 401(K) PLAN401k$42.1M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NOVATECH, LLC GROUP WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$250K2842024
Retirement plans
Welfare plans
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