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Sponsor portfolio

NATIONS LENDING CORPORATION

EIN 77-0605392-financial services-Latest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$476K premiums
Participants
1,008
FOUR SUMMIT PARK DRIVE, SUITE 200 - INDEPENDENCE, OH 44131877-816-1220nationsbranch.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$24.6M - 761 part#501Fully Insured-$476K - 508 lives

Benefits portfolio analytics

1 plan / $476K premiums / 508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$243K
  • Dental$233K
  • Vision$233K
  • Life$143K
  • Short-term disability$143K
  • Long-term disability$143K
  • +1 more
Total $476K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • STARMOUNT LIFE INSURANCE COMPANY49%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
Total $476K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • GALLAGHER BENEFIT SERVICES, INC.86%
  • CENTRO BENEFITS RESEARCH LLC14%
Total $83K2 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

NATIONS LENDING 401(K) PLAN

401k

Assets$24.6M
Participants761
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONS LENDING CORPORATION WELFARE BENEFIT PLAN

Fully Insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$476K
Covered lives508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONS LENDING 401(K) PLAN401k$24.6M7612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONS LENDING CORPORATION WELFARE BENEFIT PLANFully InsuredSTARMOUNT LIFE INSURANCE COMPANY$476K5082025
Retirement plans
Welfare plans
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