Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Prescription drug$5.5M
- Other$305K
- Life$303K
- Short-term disability$246K
- Long-term disability$246K
Sponsor portfolio
NEXT INSURANCE, INC
EIN 81-0830573insuranceLatest filing 2025
Plans
2
Retirement
1
$33.8M assets
Welfare
1
$5.9M premiums
Participants
1,179
975 CALIFORNIA AVE - PALO ALTO, CA 94304855-222-5919nextinsurance.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.9M premiums / 940 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- KAISER FOUNDATION HEALTH PLAN INC4%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
76%top
- ACRISURE LLC76%
- SEQUOIA BENEFITS & INS SVCS LLC19%
- FILICE INSURANCE AGENCY5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NEXT INSURANCE 401(K) PLAN
401k
Assets$33.8M
Participants679
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEXT INSURANCE, INC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$5.9M
Covered lives940
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEXT INSURANCE 401(K) PLAN | 401k | $33.8M | 679 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEXT INSURANCE, INC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $5.9M | 940 | 2025 |
Retirement plans
Welfare plans