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Sponsor portfolio

NORTAL, LLC

EIN 27-2852064-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$1.5M premiums
Participants
208
720 4TH AVE STE 420 - KIRKLAND, WA 98033206-940-9423LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$8.8M - 145 part#501Fully Insured-$1.5M - 123 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$95K
  • Life$29K
  • Short-term disability$29K
  • Long-term disability$29K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA6%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • ARMFIELD HARRISON & THOMAS88%
  • THE BALDWIN GROUP WEST LLC9%
  • CONNEXION INSURANCE SOLUTIONS2%
Total $61K3 slices

Plan deep-dives

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

NORTAL, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$8.8M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTAL, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - REGENCE BLUESHIELD

Premiums$1.5M
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTAL, LLC 401(K) PROFIT SHARING PLAN401k$8.8M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTAL, LLC EMPLOYEE BENEFITS PLANFully InsuredREGENCE BLUESHIELD$1.5M1232024
Retirement plans
Welfare plans
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