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Sponsor portfolioWelfare / HealthEIN 82-4402391

NDC ASSET MANAGEMENT, LLC

1001 3RD AVENUE · BRADENTON, FL 34205
4126477416
Plans filed
4
Years active
2018–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
901
No prior year
Total participants
901
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$1.8M
NDC ASSET MANAGEMENT HEALTH PLAN
Fully insured160 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$115K
NDC ASSET MANAGEMENT LIFE AND DISABILITY PLAN
Fully insured299 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$71K
NDC ASSET MANAGEMENT DENTAL PLAN
Fully insured262 covered·1 carrier
Primary: UNITED CONCORDIA INSURANCE COMPANY
Plan #502$22K
NDC ASSET MANAGEMENT VISION PLAN
Fully insured180 covered·1 carrier
Primary: VISION BENEFITS OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.8M46.8%
Prescription drug$1.8M46.8%
Dental$71K1.8%
Long-term disability$64K1.7%
Other$51K1.3%
Life$37K1.0%
Vision$22K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$1.8M89.7%11160
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$115K5.7%13299
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$71K3.5%11262
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$22K1.1%11180

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HENDERSON BROTHERS, INC.PITTSBURGH, PAUNITED CONCORDIA INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION BENEFITS OF AMERICA$13K$55K$69K100.0%4

History & trajectory

8 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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