Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NB FARMS, INC.
EIN 80-0075801Agriculture, Forestry, Fishing and HuntingLatest filing 2024
Plans
4
Retirement
3
$3.1M assets
Welfare
1
$6K premiums
Participants
443
350 N. LANTANA ST., STE. 217 - CAMARILLO, CA 93010805-383-4188
Retirement portfolio analytics
3 plans aggregated / $3.1M assets / 327 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6K premiums / 26 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$4K
- Vision$2K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- PREMIER ACCESS INSURANCE COMPANY64%
- EYEMED VISION CARE36%
Broker market share
Schedule A broker compensation
78%top
- GCG FINANCIAL LLC78%
- HUB INTERNATIONAL MIDWEST LIMITED22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NB FARMS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.1M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NB FARMS, INC. PROFIT SHARING PLAN, 003
ProfitSharing
Assets$918K
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NB FARMS, INC. PROFIT SHARING PLAN, 002
ProfitSharing
Assets$79K
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NB FARMS, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - PREMIER ACCESS INSURANCE COMPANY
Premiums$6K
Covered lives26
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NB FARMS, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.1M | 87 | 2024 | |
| 003 | NB FARMS, INC. PROFIT SHARING PLAN, 003 | ProfitSharing | $918K | 120 | 2024 | |
| 002 | NB FARMS, INC. PROFIT SHARING PLAN, 002 | ProfitSharing | $79K | 120 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NB FARMS, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | PREMIER ACCESS INSURANCE COMPANY | $6K | 26 | 2024 |
Retirement plans
Welfare plans