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Sponsor portfolio

NCQA

EIN 52-1191985-civic & social organization-Latest filing 2025
Plans
4
Retirement
2
$118.9M assets
Welfare
2
$9.3M premiums
Participants
2,035
1100 13TH STREET NW THIRD FLOOR - WASHINGTON, DC 20005202-955-3500LinkedIn201-500 employeescivic & social organization
Plans on this EIN
4 filings
#002403b-$64.0M - 649 part#001ProfitSharing-$54.9M - 615 part#502Fully Insured-$8.6M - 364 lives#501Fully Insured-$725K - 420 lives

Retirement portfolio analytics

2 plans aggregated / $118.9M assets / 1,264 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • ASSURANCE 403(B) PL (#002)54%
  • NCQA RETIREMENT PLAN (#001)46%
Total $118.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSURANCE 403(B) PL (#002)649
  • NCQA RETIREMENT PLAN (#001)615
Total 1,264Click row to drill in

Benefits portfolio analytics

2 plans / $9.3M premiums / 784 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.5M
  • Other$7.4M
  • Dental$7.2M
  • Short-term disability$297K
  • Long-term disability$198K
  • Life$136K
  • +1 more
Total $9.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $9.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HODGE HART & SCHLEIFER INC100%
  • CBIZ BENEFITS & INSURANCE SERVICES0%
Total $370K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NATIONAL COMMITTEE FOR QUALITY ASSURANCE 403(B) PL

403b

Assets$64.0M
Participants649
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NCQA RETIREMENT PLAN

ProfitSharing

Assets$54.9M
Participants615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NCQA HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$8.6M
Covered lives364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

NCQA LIFE AND DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$725K
Covered lives420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NATIONAL COMMITTEE FOR QUALITY ASSURANCE 403(B) PL403b$64.0M6492024
001NCQA RETIREMENT PLANProfitSharing$54.9M6152024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NCQA HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$8.6M3642025
501NCQA LIFE AND DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$725K4202025
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