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Sponsor portfolioTH

NEA MEMBER BENEFITS

EIN 52-0855767-marketing and advertising-Latest filing 2025
Plans
5
Retirement
3
$147.4M assets
Welfare
2
$117K premiums
Participants
598
900 CLOPPER RD STE 300 - GAITHERSBURG, MD 208781360301-527-6252neamb.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
5 filings
#004TraditionalDB-$86.0M - 67 part#001401k-$38.3M - 122 part#002ProfitSharing-$23.0M - 80 part#501Mixed-$117K - 93 lives#503Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $147.4M assets / 269 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DEFINED BENEFIT PENSION (#004)58%
  • MEMBER BENEFITS 401(K) (#001)26%
  • CONTRIBUTION RETIREMENT PLAN (#002)16%
Total $147.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEMBER BENEFITS 401(K) (#001)122
  • CONTRIBUTION RETIREMENT PLAN (#002)80
  • DEFINED BENEFIT PENSION (#004)67
Total 269Click row to drill in

Benefits portfolio analytics

2 plans / $117K premiums / 93 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$117K
  • Long-term disability$117K
  • Other$117K
Total $117K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $117K2 slices

Broker market share

Schedule A broker compensation

Single broker
0%top
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $01 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

NEA'S MBC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$86.0M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEA MEMBER BENEFITS 401(K) PLAN

401k

Assets$38.3M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEA MEMBER BENEFITS DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$23.0M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEA MEMBER BENEFITS HEALTH PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$117K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NEA MB HEALTH REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004NEA'S MBC DEFINED BENEFIT PENSION PLANTraditionalDB$86.0M672024
001NEA MEMBER BENEFITS 401(K) PLAN401k$38.3M1222025
002NEA MEMBER BENEFITS DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$23.0M802025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEA MEMBER BENEFITS HEALTH PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$117K932025
503NEA MB HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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