PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NEXION HEALTH MANAGEMENT, INC.
Sponsor portfolio

NEXION HEALTH MANAGEMENT, INC.

EIN 52-2238971-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$21.4M assets
Welfare
2
$3.3M premiums
Participants
8,907
6937 WARFIELD AVE - SYKESVILLE, MD 217847454410-552-4808nexion-health.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$21.4M - 4,403 part#501Fully Insured-$3.3M - 4,083 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.3M premiums / 4,083 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$872K
  • Other$731K
  • Life$695K
  • Short-term disability$444K
  • Long-term disability$390K
  • Vision$139K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY90%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY6%
  • ALLYHEALTH LLC4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • HOTCHKISS INSURANCE AGENCY, LLC58%
  • MS BENEFITS31%
  • FMLASOURCE INC7%
  • GALLAGHER BENEFIT SERVICES, INC.4%
  • ROGERS BENEFIT GROUP INC0%
Total $957K5 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

NEXION HEALTH, INC. 401K PLAN AND TRUST

401k

Assets$21.4M
Participants4,403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXION HEALTH EMPLOYEE BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives4,083
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NEXION HEALTH INC. TEXAS EMPLOYEE ACCIDENT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXION HEALTH, INC. 401K PLAN AND TRUST401k$21.4M4,4032024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXION HEALTH EMPLOYEE BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$3.3M4,0832025
502NEXION HEALTH INC. TEXAS EMPLOYEE ACCIDENT PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica