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Sponsor portfolio

NDC ASSET MANAGEMENT, LLC

EIN 82-4402391-Latest filing 2025
Plans
5
Retirement
1
$1.7M assets
Welfare
4
$2.0M premiums
Participants
1,220
1001 3RD AVENUE, SUITE 600 - BRADENTON, FL 34205412-647-7416
Plans on this EIN
5 filings
#001401k-$1.7M - 319 part#501Fully Insured-$1.8M - 160 lives#504Fully Insured-$115K - 299 lives#503Fully Insured-$71K - 262 lives#502Fully Insured-$22K - 180 lives

Benefits portfolio analytics

4 plans / $2.0M premiums / 901 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$71K
  • Long-term disability$64K
  • Other$51K
  • Life$37K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HENDERSON BROTHERS, INC.100%
Total $69K1 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

NDC ASSET MANAGEMENT, LLC 401(K) PLAN

401k

Assets$1.7M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NDC ASSET MANAGEMENT HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

NDC ASSET MANAGEMENT LIFE AND DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$115K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NDC ASSET MANAGEMENT DENTAL PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$71K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NDC ASSET MANAGEMENT VISION PLAN

Fully Insured - VISION BENEFITS OF AMERICA

Premiums$22K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NDC ASSET MANAGEMENT, LLC 401(K) PLAN401k$1.7M3192024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NDC ASSET MANAGEMENT HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1602025
504NDC ASSET MANAGEMENT LIFE AND DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$115K2992025
503NDC ASSET MANAGEMENT DENTAL PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$71K2622025
502NDC ASSET MANAGEMENT VISION PLANFully InsuredVISION BENEFITS OF AMERICA$22K1802025
Retirement plans
Welfare plans
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