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Sponsor portfolioTH

NICHOLAS & COMPANY

EIN 87-0235565-management consulting-Latest filing 2025
Plans
2
Retirement
1
$44.8M assets
Welfare
1
$698K premiums
Participants
1,973
5520 WEST HAROLD GATTY DRIVE - SALT LAKE CITY, UT 84116801-531-1100LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$44.8M - 1,105 part#501Mixed-$698K - 1,267 lives

Benefits portfolio analytics

1 plan / $698K premiums / 1,267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$474K
  • Life$410K
  • Long-term disability$200K
  • Short-term disability$128K
  • Vision$96K
Total $698K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • AMERITAS LIFE INSURANCE CORP.14%
  • ARAG INSURANCE COMPANY1%
Total $698K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $82K1 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

NICHOLAS & COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$44.8M
Participants1,105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NICHOLAS & COMPANY EMPLOYEE MEDICAL BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$698K
Covered lives1,267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NICHOLAS & COMPANY 401(K) PROFIT SHARING PLAN401k$44.8M1,1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NICHOLAS & COMPANY EMPLOYEE MEDICAL BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$698K1,2672025
Retirement plans
Welfare plans
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