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  2. NEXTGEN HEALTHCARE, INC.
Sponsor portfolioTH

NEXTGEN HEALTHCARE, INC.

EIN 95-2888568-Information-Latest filing 2024
Plans
2
Retirement
1
$264.6M assets
Welfare
1
$2.7M premiums
Participants
3,627
18111 VON KARMAN AVENUE, #600 - IRVINE, CA 92612949-255-2600
Plans on this EIN
2 filings
#001401k-$264.6M - 2,471 part#501Mixed-$2.7M - 2,555 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 2,555 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Life$538K
  • Short-term disability$413K
  • Other$356K
  • Vision$238K
  • Long-term disability$226K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA47%
  • DELTA DENTAL OF CALIFORNIA42%
  • VISION SERVICE PLAN9%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MCGRIFF INSURANCE SERVICES INC96%
  • BRET BOEGER3%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $136K3 slices

Plan deep-dives

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

NEXTGEN HEALTHCARE, INC. 401(K) PLAN

401k

Assets$264.6M
Participants2,471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEXTGEN HEALTHCARE, INC. FLEXIBLE BENEFITS PLAN

Mixed - DELTA DENTAL OF CALIFORNIA

Premiums$2.7M
Covered lives2,555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEXTGEN HEALTHCARE, INC. 401(K) PLAN401k$264.6M2,4712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEXTGEN HEALTHCARE, INC. FLEXIBLE BENEFITS PLANMixedDELTA DENTAL OF CALIFORNIA$2.7M2,5552024
Retirement plans
Welfare plans
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