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  2. NEXGEN TEAM, LLC
Sponsor portfolio

NEXGEN TEAM, LLC

EIN 81-3596855-Latest filing 2025
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$300K premiums
Participants
1,146
3125 NW 35TH AVENUE - PORTLAND, OR 97210503-224-8500LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$23.8M - 626 part#501Mixed-$300K - 520 lives

Benefits portfolio analytics

1 plan / $300K premiums / 520 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$246K
  • Short-term disability$246K
  • Long-term disability$246K
  • Other$246K
  • Vision$54K
Total $300K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
  • VISION SERVICE PLAN18%
Total $300K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $29K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEXGEN TEAM, LLC 401(K) PLAN

401k

Assets$23.8M
Participants626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXGEN TEAM, LLC EMPLOYEE BENEFITS PLAN

Mixed - GUARDIAN

Premiums$300K
Covered lives520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXGEN TEAM, LLC 401(K) PLAN401k$23.8M6262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXGEN TEAM, LLC EMPLOYEE BENEFITS PLANMixedGUARDIAN$300K5202025
Retirement plans
Welfare plans
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