Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.9M
- Dental$4.4M
- Other$2.6M
- Life$2.5M
- Short-term disability$2.5M
- Long-term disability$2.5M
- +1 more
Sponsor portfolio
NEW AMERICAN FUNDING, LLC
EIN 01-0726495financial servicesLatest filing 2025
Plans
2
Retirement
1
$148.5M assets
Welfare
1
$9.9M premiums
Participants
8,560
1 MACARTHUR PLACE, STE. 800 - SANTA ANA, CA 92707949-825-8236newamericanfunding.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.9M premiums / 5,046 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- UNITEDHEALTHCARE INSURANCE COMPANY71%
- KAISER FOUNDATION HEALTH PLAN INC25%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
95%top
- KENNETH DALE STARK95%
- KEN STARK4%
- KENNETH R STARK1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEW AMERICAN FUNDING, LLC 401(K) PLAN
401k
Assets$148.5M
Participants5,200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEW AMERICAN FUNDING, LLC WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$9.9M
Covered lives5,046
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEW AMERICAN FUNDING, LLC 401(K) PLAN | 401k | $148.5M | 5,200 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEW AMERICAN FUNDING, LLC WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $9.9M | 5,046 | 2025 |
Retirement plans
Welfare plans