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Sponsor portfolio

NAMI SAN DIEGO

EIN 33-0122462-mental health care-Latest filing 2025
Plans
2
Retirement
1
$866K assets
Welfare
1
$891K premiums
Participants
312
PO BOX 23700 - SAN DIEGO, CA 92193858-634-6580namisandiego.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001401k-$866K - 190 part#501Fully Insured-$891K - 152 lives

Benefits portfolio analytics

1 plan / $891K premiums / 152 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$799K
  • Prescription drug$346K
  • Other$92K
  • Dental$86K
  • Vision$86K
  • Life$86K
Total $891K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • HEALTH NET44%
  • KAISER FOUNDATION HEALTH PLAN INC39%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • MEDIEXCEL HEALTH PLAN7%
  • TELADOC1%
Total $891K5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • KINGBENEFITS INSURANCE SOLUTIONS89%
  • AMWINS6%
  • CENTRO BENEFITS RESEARCH LLC5%
Total $69K3 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

403(B) THRIFT PLAN FOR EMPLOYEES OF NAMI SAN DIEGO

401k

Assets$866K
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAMI SAN DIEGO HEALTH & WELFARE EMPLOYEE BENEFITS PROGRAM

Fully Insured - HEALTH NET

Premiums$891K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF NAMI SAN DIEGO401k$866K1902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAMI SAN DIEGO HEALTH & WELFARE EMPLOYEE BENEFITS PROGRAMFully InsuredHEALTH NET$891K1522025
Retirement plans
Welfare plans
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