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Sponsor portfolioWelfare / HealthEIN 13-4045800

NEXTSOURCE, INC.

1040 AVENUE OF THE AMERICAS · NEW YORK, NY 10018
6297773923
Plans filed
3
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
735
No prior year
Total participants
315
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #504$4.5M
NEXTSOURCE HEALTH AND WELFARE BENEFIT PLAN
Fully insured735 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$2.5M
NEXTSOURCE, INC. MEDICAL & VISION PLAN
Fully insured456 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$76K
NEXTSOURCE, INC. HEALTH AND WELFARE PLAN
Fully insured190 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.3M32.8%
Dental$4.3M32.8%
Vision$4.3M32.8%
Short-term disability$70K0.5%
Long-term disability$68K0.5%
Life$35K0.3%
Other$22K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$4.3M96.0%11735
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$149K3.3%14141
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LOth
$26K0.6%1256
JANUS ASSOCIATES, INC. DBA BHS
EIN 521306404
Oth
$5K0.1%1175

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VALIFE INSURANCE COMPANY OF NORTH AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$130K$546$131K60.6%1
ASSUREDPARTNERSBLUE BELL, PAUNITEDHEALTHCARE INSURANCE COMPANY$42K$0$42K19.4%1
MARSH & MCLENNAN AGENCY LLCSCHAUMBURG, ILFIRST UNUM LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$36K$0$36K16.5%1
EMERSON REID LLCELMWOOD PARK, NJLIFE INSURANCE COMPANY OF NORTH AMERICA$0$8K$8K3.5%1
GALLAGHER BENEFIT SERVICES, INC.NEW YORK, NYFIRST UNUM LIFE INSURANCE COMPANY$45$0$450.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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