Sponsor portfolioTH

NATIONAL AUSTRALIA BANK

EIN 13-2901144Latest filing 2025

Plans

Retirement

$96.0M assets

Welfare

$2.4M premiums

Participants

492

277 PARK AVENUE, 19TH FLOOR - NEW YORK, NY 10172212-916-9500

Plans on this EIN

3 filings

#001401k-$61.0M - 234 part #004TraditionalDB-$35.0M - 182 part #505Fully Insured-$2.4M - 183 lives

Retirement portfolio analytics

2 plans aggregated / $96.0M assets / 416 participants

Assets by plan

Share of aggregate retirement assets

64%top

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$109K
Life$88K
Long-term disability$88K
Other$10K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

91%top

UNITEDHEALTHCARE INSURANCE COMPANY91%
AETNA LIFE INSURANCE COMPANY4%
PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
LIFE INSURANCE COMPANY OF NORTH AMERICA0%
SHELTERPOINT LIFE INSURANCE COMPANY0%
+1 more

Broker market share

Schedule A broker compensation

Split broker

95%top

MERCER HEALTH AND BENEFITS, LLC95%
REUBEN WARNER ASSOCIATES, INC.2%
DIGITAL INSURANCE LLC2%
MARSH & MCLENNAN AGENCY LLC1%

Plan deep-dives

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

Retirement#001

NAB GROUP/USA 401(K) INVESTMENT PLAN

401k

Assets$61.0M

Participants234

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#004