PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NATERA, INC.
Sponsor portfolio

NATERA, INC.

EIN 01-0894487-biotechnology-Latest filing 2025
Plans
3
Retirement
2
$301.5M assets
Welfare
1
$16.9M premiums
Participants
10,151
13011A MCCALLEN PASS - AUSTIN, TX 78753650-249-9090natera.comLinkedIn1001-5000 employeesbiotechnology
Plans on this EIN
3 filings
#001401k-$301.4M - 5,535 part#002ProfitSharing-$59K - 3 part#501Fully Insured-$16.9M - 4,605 lives

Retirement portfolio analytics

2 plans aggregated / $301.5M assets / 5,538 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • NATERA 401(K) (#001)100%
  • 1081.01 RETIREMENT PLAN (#002)0%
Total $301.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NATERA 401(K) (#001)5,535
  • 1081.01 RETIREMENT PLAN (#002)3
Total 5,538Click row to drill in

Benefits portfolio analytics

1 plan / $16.9M premiums / 4,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$11.6M
  • Life$6.4M
  • Short-term disability$6.4M
  • Long-term disability$6.4M
  • Health$4.7M
  • Prescription drug$4.7M
  • +2 more
Total $16.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • RELIASTAR LIFE INSURANCE COMPANY31%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • VISION SERVICE PLAN3%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • +2 more
Total $16.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • WOODRUFF-SAWYER & CO49%
  • RYAN SPECIALTY BENEFITS20%
  • ACE BENEFIT PARTNERS, INC.18%
  • ALTERITY BROKER SOLUTIONS13%
  • WORLD INSURANCE ASSOCIATES LLC0%
  • +1 more
Total $1.2M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NATERA 401(K) PLAN

401k

Assets$301.4M
Participants5,535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATERA PUERTO RICO 1081.01 RETIREMENT PLAN

ProfitSharing

Assets$59K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATERA, INC. WELFARE BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$16.9M
Covered lives4,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATERA 401(K) PLAN401k$301.4M5,5352024
002NATERA PUERTO RICO 1081.01 RETIREMENT PLANProfitSharing$59K32024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATERA, INC. WELFARE BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$16.9M4,6052025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica