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  2. NCCI HOLDINGS, INC.
Sponsor portfolioTH

NCCI HOLDINGS, INC.

EIN 52-2225042-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$505.8M assets
Welfare
1
$1.2M premiums
Participants
2,008
901 PENINSULA CORPORATE CIRCLE - BOCA RATON, FL 33487561-893-1010
Plans on this EIN
2 filings
#002401k-$505.8M - 1,100 part#501Fully Insured-$1.2M - 921 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 921 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$798K
  • Long-term disability$798K
  • Dental$169K
  • Vision$169K
  • Health$7K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA64%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
  • AETNA LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • +3 more
Total $1.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MERCER HEALTH AND BENEFITS, LLC94%
  • KESSLER, ROBIN A5%
  • USA INSURANCE MARKETING INC1%
Total $204K3 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

NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN

401k

Assets$505.8M
Participants1,100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NCCI HOLDINGS, INC. HEALTH AND WELFARE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.2M
Covered lives921
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN401k$505.8M1,1002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NCCI HOLDINGS, INC. HEALTH AND WELFARE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$1.2M9212024
Retirement plans
Welfare plans
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