Form 5500 · Employee benefit plan · DALLAS, TX
NTFN, INC.
The filing calls this plan NFTN INC. EMPLOYEE BENEFIT PLAN.
NTFN, INC. of DALLAS, TX spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is STEALTH PARTNER GROUP, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2725402 · plan 502 · plan year 2023, filed Oct 15, 2024
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
4 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing declares health, dental, vision, life and disability. Health, dental, vision, life and disability appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 4 contracts here that do not say what they cover.
Reported premium across the insured contracts is $452,134, with $27,736 in disclosed broker commissions — about 6.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
STEALTH PARTNER GROUP, LLC is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including SUN LIFE ASSURANCE COMPANY OF CANADA, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA and METROPOLITAN LIFE INSURANCE COMPANY. SUN LIFE ASSURANCE COMPANY OF CANADA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 122 | Jan 1, 2024 | $308,935 | $16,816 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | — | 118 | Jan 1, 2024 | $73,467 | $9,884 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 182 | Jan 1, 2024 | $9,323 | $1,036 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 275 | Jan 1, 2024 | $60,409 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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