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Sponsor portfolio

NAEHAS INC

EIN 20-5352600-financial services-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$2.4M premiums
Participants
363
3600 WEST BAYSHORE ROAD, SUITE 101 - PALO ALTO, CA 94303877-262-3427naehas.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$10.2M - 210 part#501Fully Insured-$2.4M - 252 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$207K
  • Life$207K
  • Short-term disability$207K
  • Long-term disability$207K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CALIFORNIA PHYSICIANS SERVICE88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • VISION SERVICE PLAN1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $144K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NAEHAS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.2M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAEHAS INC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.4M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAEHAS INC 401(K) PROFIT SHARING PLAN & TRUST401k$10.2M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAEHAS INC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.4M2522025
Retirement plans
Welfare plans
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