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Sponsor portfolioTH

NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY, INC.

EIN 13-3448166-Latest filing 2025
Plans
2
Retirement
1
$28.5M assets
Welfare
1
$554K premiums
Participants
348
150 FOURTH AVENUE NORTH, SUITE 700 - NASHVILLE, TN 37219615-880-4234
Plans on this EIN
2 filings
#002401k-$28.5M - 210 part#501Fully Insured-$554K - 184 lives

Benefits portfolio analytics

1 plan / $554K premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$416K
  • Dental$416K
  • Vision$416K
  • Other$138K
  • Life$107K
  • Short-term disability$107K
  • +1 more
Total $554K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $554K5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • ROBERT J VINCENT0%
Total $80K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NASBA EMPLOYEE 401(K) PLAN

401k

Assets$28.5M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NASBA HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$554K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NASBA EMPLOYEE 401(K) PLAN401k$28.5M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NASBA HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$554K1842025
Retirement plans
Welfare plans
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