Nielsen Benefits Group
Nielsen Benefits Group is a privately held employee benefits brokerage and consulting firm, founded in 1954 and based in Westlake Village, California, serving mid-sized employers across the United States with advisory, compliance, retirement, and HR technology services. Since July 2023, it operates as a subsidiary of Nava Benefits.
- Company typePrivate
- Founded1954
- HeadquartersWestlake Village, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Nielsen Benefits Group does
Nielsen Benefits Group is a privately held employee benefits brokerage and consulting firm headquartered in Westlake Village, California, founded in 1954. The company provides a comprehensive suite of advisory and administration services to mid-sized employers across the United States, organized across nine core solution areas: Client Experience, Executive Benefits, Total Compliance, Employee Benefits, Plan Management, Human Resources, Retirement Solutions, Technology, and Health & Wellness. Supporting products include account-based offerings such as Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Health Reimbursement Arrangements (HRA), as well as a Member Benefits self-service portal, partner-delivered wellness programming through Marino Wellness, and compliance resources via ThinkHR. The firm is sales-led, distributing services directly to HR executives and CFOs at client organizations through consultative engagements and supporting content, webinars, and social media channels.
Nielsen Benefits Group generates revenue through commissions from insurance carriers and consulting fees paid by employer clients for strategic benefits advisory. The firm reports a 95% client retention rate and has operated continuously for over 70 years, signaling a stable, relationship-driven book of business. Customer references span credit unions, printing, financial services, and public relations firms, indicating horizontal diversification across industries. The company maintains an 11-50 employee headcount range and is now a subsidiary of Nava Benefits following its July 2023 acquisition, which positioned the combined entity to scale a technology-enabled, modern benefits brokerage for the midsize employer segment.
The underlying technology footprint is limited: no proprietary platform was identified in the source material, with available technology consisting of a basic member self-service portal and partner-provided compliance resources. Distribution is entirely domestic (United States), and the firm relies on direct consultative sales augmented by an active blog, Speaker Series webinars, Facebook, LinkedIn, and YouTube presence, and downloadable resource documents. No AI/ML capabilities, APIs, or proprietary data assets were disclosed.
Nielsen Benefits Group firmographics
Firmographics- Name
- Nielsen Benefits Group
- Legal name
- Nielsen Benefits Group
- Website
- https://nielsenbenefits.com
- Company type
- Private
- Founded year
- 1954
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Nielsen Benefits Group is a privately held employee benefits brokerage and consulting firm, founded in 1954 and based in Westlake Village, California, serving mid-sized employers across the United States with advisory, compliance, retirement, and HR technology services. Since July 2023, it operates as a subsidiary of Nava Benefits.
- Ownership category
- akta.pro rank
Nielsen Benefits Group industry classification
Industry- Product category
- Employee Benefits Consulting
- NAICS
- Insurance Agencies and Brokerages (524210), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321)
- akta.pro primary industry
- Benefits Administration (BPACAPAC)
- akta.pro secondary industries
- Benefits Administration & Enrollment Support (BPAAAIAB), Eligibility, Enrollment & Benefits Administration (HLAEALAH), Flexible Benefits Administration (FSA/HSA/HRA) (HLAEALAK), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)
Keywords
Where Nielsen Benefits Group is headquartered
LocationHeadquarters
- HQ city
- Westlake Village
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Nielsen Benefits Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Benefits Brokerage and Consulting Services: Nielsen Benefits Group operates as a traditional employee benefits brokerage and consulting firm, providing advisory services to employers regarding health insurance, retirement plans, compliance, and employee benefits administration. Revenue is generated through commissions from insurance carriers and/or consulting fees paid by employer clients for strategic benefits advisory services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Nielsen Benefits Group product offering
Product offeringCore offering
Nielsen Benefits Group is an employee benefits brokerage and consulting firm that advises mid-sized employers on health insurance, retirement plans, compliance (ACA, ERISA, DOL), and benefits administration. Its offerings span plan design and cost management, day-to-day service, claims management, self-funding arrangements, HR technology, benefits communication, executive benefits, and retirement plan consultation. Revenue is generated through commissions from insurance carriers and consulting fees from employer clients.
Product overview
Nielsen Benefits Group is an employee benefits consulting firm offering a comprehensive suite of benefits administration and advisory services. The portfolio includes core consulting services organized under Client Experience, Executive Benefits, Total Compliance, Employee Benefits, Plan Management, Human Resources, Retirement Solutions, Technology, and Health & Wellness. The company also offers account-based products including Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Health Reimbursement Arrangements (HRA), along with a member self-service portal. Additional services include wellness program partnerships (Marino Wellness) and compliance document resources through ThinkHR. The firm has been operating since 1954 and was acquired by Nava Benefits in July 2023.
Differentiator
Problem solved
Functional benefit
Products and services
- NBG Client Experience (Employee Benefits Consulting) A comprehensive employee benefits consulting engagement focused on empowering human resources, delivering a superior employee experience, providing plan design and cost management, day-to-day service, claims management, and benefits communication for mid-sized employers.
- Executive Benefits Executive benefits administration and management services designed for organizations that need to provide specialized benefits packages to their executive-level employees.
- Total Compliance Compliance services covering ACA reporting, ERISA requirements, DOL regulations, and other employee benefits legal requirements for mid-sized employers.
- Retirement Solutions Retirement plan consultation including 401(k) plans, student loan repayment matching, and retirement savings strategies for mid-sized employer clients.
- Plan Management Plan design, cost management, and administration for employer-sponsored health and welfare benefit plans.
- Human Resources (HR Technology and Support) HR technology solutions and human resources support services including benefits communication and employee engagement programs.
- Health & Wellness Programs Health and wellness programs including mental health support, employee wellness initiatives, and wellness speaker series for employer clients.
- Member Benefits Portal Online self-service portal enabling employees to access and manage their benefits information through their employer clients.
Quantifiable outcome
- 95% client retention rate
Companies that use Nielsen Benefits Group
Customer profileNamed customers4 records
Segments1 record
Ideal customer profiles1 record
Nielsen Benefits Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Nielsen Benefits Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Nava BenefitscoreNava Benefits acquired Nielsen Benefits Group in July 2023. The acquisition was announced as Nava Benefits acquiring 'Award-Winning Benefits Brokerage to Scale its Modern Benefits Experience for Midsize Employers.' The partnership combines NBG's established client relationships and expertise with Nava's modern technology platform to provide enhanced benefits brokerage services to mid-sized employers.
Scale indicators3 records
Recent moves4 records
Expansion highlights3 records
Nielsen Benefits Group competitors and assessment
Company assessmentDirect peers
- Nava Benefits: Tech-enabled modern benefits brokerage focused on mid-sized employers; directly comparable to NBG's mid-market employee benefits consulting model and is in fact NBG's parent company following the 2023 acquisition.
- OneDigital: National employee benefits brokerage and consulting firm serving mid-sized and large employers; directly comparable in target customer (mid-market HR/CFO buyers), service scope (benefits, retirement, compliance), and consultative GTM.
- Holmes Murphy: Mid-market-focused insurance brokerage and employee benefits consulting firm; comparable in client segment (mid-sized employers), benefits advisory offering, and relationship-driven service model.
- NFP (now part of Aon): Mid-market-focused insurance broker and benefits consultant with strong retirement and HR advisory practices; comparable in customer segment, benefits consulting service mix, and consultative sales motion.
Broad incumbents
- Brown & Brown: Large national insurance brokerage with extensive employee benefits practice serving employers of all sizes; broad incumbent that overlaps with NBG in benefits advisory but operates at significantly greater scale and geographic breadth.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a substantial employee benefits consulting practice; broad incumbent serving employers across all segments with capabilities that overlap NBG's benefits, retirement, and compliance advisory services.
- Hub International: Large North American insurance brokerage with a meaningful employee benefits and HR consulting practice; comparable in benefits advisory offering but at materially greater scale and regional reach than NBG.
- USI Insurance Services: National insurance brokerage and consulting firm with a dedicated employee benefits practice serving mid-market and large employers; comparable in service portfolio but with broader geographic and product coverage.
- Marsh McLennan: Global professional services firm whose Marsh and Mercer subsidiaries offer employee benefits consulting and brokerage; broad incumbent that competes for the same mid-sized and large employer benefits consulting mandates as NBG.
- Alliant Insurance Services: Specialty insurance brokerage with significant employee benefits consulting capabilities; comparable in serving mid-market and large employers with benefits, retirement, and HR advisory services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Nielsen Benefits Group social profiles
Digital presenceNielsen Benefits Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nielsen Benefits Group leadership team
Management profileNumber of profiles
Profiles2 records
Nielsen Benefits Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nielsen Benefits Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Nielsen Benefits Group
What does Nielsen Benefits Group do?
Nielsen Benefits Group is an employee benefits brokerage and consulting firm that advises mid-sized employers on health insurance, retirement plans, compliance (ACA, ERISA, DOL), and benefits administration. Its offerings span plan design and cost management, day-to-day service, claims management, self-funding arrangements, HR technology, benefits communication, executive benefits, and retirement plan consultation. Revenue is generated through commissions from insurance carriers and consulting fees from employer clients.
Is Nielsen Benefits Group a public or private company?
Nielsen Benefits Group is a private company. It is classified as corporate owned and is currently acquired.
When was Nielsen Benefits Group founded?
Nielsen Benefits Group was founded in 1954. It employs 11 to 50 people.
Where is Nielsen Benefits Group based?
Nielsen Benefits Group is headquartered in Westlake Village, United States, in the North America region.
How does Nielsen Benefits Group make money?
One revenue line is on record: benefits Brokerage and Consulting Services.
Who are Nielsen Benefits Group's main competitors?
Direct peers on record are Nava Benefits, OneDigital, Holmes Murphy and NFP (now part of Aon). Broad incumbents are Brown & Brown, Arthur J. Gallagher & Co., Hub International, USI Insurance Services, Marsh McLennan and Alliant Insurance Services.
Does Nielsen Benefits Group have an API?
No public API is recorded for Nielsen Benefits Group.
What industry is Nielsen Benefits Group in?
Nielsen Benefits Group's product category is Employee Benefits Consulting. Its primary akta.pro industry code is BPACAPAC, Benefits Administration, with a secondary code of BPAAAIAB, Benefits Administration & Enrollment Support. Its NAICS code is 524210 and its SIC code is 6411.