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Sponsor portfolio

NAPA MANAGEMENT SERVICES CORPORATION

EIN 11-3635685-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$1.48B assets
Welfare
1
$10.2M premiums
Participants
9,306
1300 CONCORD TERRACE, SUITE 420 - SUNRISE, FL 33323516-945-3369nmsc.bizLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$1.48B - 5,801 part#504Mixed-$10.2M - 5,193 lives

Benefits portfolio analytics

1 plan / $10.2M premiums / 5,193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.7M
  • Life$6.8M
  • Short-term disability$6.8M
  • Long-term disability$6.8M
  • Dental$2.2M
  • Vision$272K
Total $10.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • DELTA DENTAL OF CALIFORNIA22%
  • AETNA LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE3%
Total $10.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $604K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN

401k

Assets$1.48B
Participants5,801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

NAPA MANAGEMENT SERVICES CORPORATION HEALTH AND WELFARE BENEFIT PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$10.2M
Covered lives5,193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN401k$1.48B5,8012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504NAPA MANAGEMENT SERVICES CORPORATION HEALTH AND WELFARE BENEFIT PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$10.2M5,1932025
Retirement plans
Welfare plans
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