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Sponsor portfolioWelfare / HealthEIN 39-1768861

NBI, INC.

1218 MCCANN DRIVE · ALTOONA, WI 54720
7158558609
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$150K
No prior year
Persons covered
78
No prior year
Total participants
98
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #506$150K
NBI, INC. EMPLOYEE BENEFIT PLAN
Mixed78 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$92K21.6%
Short-term disability$92K21.6%
Long-term disability$92K21.6%
Other$92K21.6%
Dental$52K12.3%
Vision$6K1.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$92K61.4%1178
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$52K34.9%1156
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$6K3.7%1148

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, FIDELITY SECUIRTY LIFE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN$19K$1K$20K100.0%1

History & trajectory

10 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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