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Sponsor portfolioTH

NA ALII CONSULTING AND SALES, LLC

EIN 20-1741740-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$116.7M assets
Welfare
1
$3.1M premiums
Participants
2,898
251 18TH STREET S, SUITE 1100 - ARLINGTON, VA 22202808-518-4753
Plans on this EIN
2 filings
#003401k-$116.7M - 1,780 part#501Fully Insured-$3.1M - 1,868 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 1,868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.0M
  • Other$1.5M
  • Long-term disability$1.1M
  • Short-term disability$1.1M
  • Health$905K
  • Prescription drug$899K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY36%
  • HAWAII MEDICAL SERVICE ASSOCIATION29%
  • DELTA DENTAL OF CALIFORNIA21%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN3%
  • +2 more
Total $3.1M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $222K1 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

NAKUPUNA FOUNDATION FAMILY OF COMPANIES RETIREMENT PLAN

401k

Assets$116.7M
Participants1,780
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NA ALI'I & OTHER NAKUPUNA COMPANIES

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives1,868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003NAKUPUNA FOUNDATION FAMILY OF COMPANIES RETIREMENT PLAN401k$116.7M1,7802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NA ALI'I & OTHER NAKUPUNA COMPANIESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$3.1M1,8682025
Retirement plans
Welfare plans
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