Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$29.3M
Filings through .
Top hat
National Australia Bank Limited
EIN 13-2901144Finance and InsuranceLatest filing 2025
Plans
4
Retirement
3
$132.6M assets
Health & Benefits
1
$2.4M premiums
Participants
653
277 PARK AVENUE, 19TH FLOOR - NEW YORK, NY 10172212-916-9583
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $132.6M assets / 577 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$103.4M
- NEWPORT GROUP, INC.$29.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 183 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$102K
- Life$96K
- Long-term disability$96K
- Other$10K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NAB GROUP/USA 401(K) INVESTMENT PLAN
401(k)
Assets$66.2M
Participants226
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN
Traditional DB
Assets$37.2M
Participants180
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE NAB MONEY PURCHASE PENSION PLAN AND TRUST
Money purchase
Assets$29.3M
Participants171
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
NATIONAL AUSTRALIA BANK INSURANCE PLANS
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.4M
Covered lives183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NAB GROUP/USA 401(K) INVESTMENT PLAN | 401(k) | $66.2M | 226 | 2025 |
| #004 | NATIONAL AUSTRALIA BANK LIMITED PENSION PLAN | Traditional DB | $37.2M | 180 | 2025 |
| #002 | THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | Money purchase | $29.3M | 171 | 2025 |
- #001 · 401(k) · 2025226
- #004 · Traditional DB · 2025180
- #002 · Money purchase · 2025171
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | NATIONAL AUSTRALIA BANK INSURANCE PLANS | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.4M | 183 | 2025 |
- #505 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025183
Retirement plans
Health & Benefits plans