Nsm Insurance Group 401(k) Plan: Login, Facts & Contact Information

Nsm Insurance Group 401(k) Plan Facts

Plan name
NSM INSURANCE GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NSM INSURANCE SERVICES, LLC
Participants
1,443 (696 active employees)
Former employees with a balance
199
Plan assets
$58,300,432 at Dec 31, 2024
Average account balance
$65,140 across 895 accounts
Employer contributions
$3,217,882 in plan year 2024 (34% of all contributions)
Recordkeeper
Lincoln National Corporation
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.48 million went into the plan in contributions, $3.22 million of it from the employer (34%).
  • $8.27 million was paid out to participants.
  • Investment and other income added $6.80 million.
  • Administrative expenses were $176,059, about $197 per account.

How the Nsm Insurance Group 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019377$28.6 million$1.21 million$1.64 million
2020537$34.4 million$1.78 million$3.35 million
2021721$44.9 million$2.32 million$2.29 million
2022913$40.0 million$2.79 million$4.73 million
20231,190$60.0 million$3.32 million$3.24 million
20241,443$58.3 million$3.22 million$8.27 million

Nsm Insurance Group 401(k) Contact Information

Phone
610-808-9542
Mailing address
555 NORTH LANE, SUITE 6060, CONSHOHOCKEN PA 19428
Plan sponsor
NSM INSURANCE SERVICES, LLC
Employer identification number (EIN)
83-0348144
Plan number
001

Questions about the Nsm Insurance Group 401(k)

Does Nsm Insurance Group contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.22 million, 34% of all contributions.

Does the Nsm Insurance Group 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Nsm Insurance Group 401(k) plan?

1,443 participants at the start of plan year 2024, 696 of them active employees, and 199 former employees who still had money in the plan.

What is the average 401(k) balance at Nsm Insurance Group?

About $65,140 per account: $58.3 million in plan assets across 895 accounts with a balance at the end of plan year 2024.

Who manages the Nsm Insurance Group 401(k) accounts?

Lincoln Financial (listed on the filing as LINCOLN NATIONAL CORPORATION) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Nsm Insurance Group. How do I access my 401(k)?

Your account stays with Lincoln Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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