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Sponsor portfolio

NORTHTOWNE LINCOLN

EIN 52-1247824-retail-Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$1.6M premiums
Participants
163
21 NE VIVION RD. - KANSAS CITY, MO 64118816-589-2710northtownelm.comLinkedIn11-50 employeesretail
Plans on this EIN
2 filings
#001401k-$6.8M - 65 part#502Mixed-$1.6M - 98 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 98 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $1.6M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTHTOWNE LINCOLN 401(K) PLAN

401k

Assets$6.8M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NORTHTOWNE LINCOLN MERCURY WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF KC

Premiums$1.6M
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHTOWNE LINCOLN 401(K) PLAN401k$6.8M652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NORTHTOWNE LINCOLN MERCURY WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF KC$1.6M982024
Retirement plans
Welfare plans
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