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  2. NATIONAL HERITAGE ACADEMIES, INC.
Sponsor portfolio

NATIONAL HERITAGE ACADEMIES, INC.

EIN 38-3244019-education management-Latest filing 2024
Plans
2
Retirement
1
$307.3M assets
Welfare
1
$2.0M premiums
Participants
14,311
3850 BROADMOOR SE, SUITE 201 - GRAND RAPIDS, MI 49512616-222-1700nhaschools.comLinkedIn5001-10000 employeeseducation management
Plans on this EIN
2 filings
#001401k-$307.3M - 9,480 part#501Mixed-$2.0M - 9,567 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 9,567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$862K
  • Life$813K
  • Other$813K
  • Long-term disability$199K
  • Short-term disability$158K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • METROPOLITAN LIFE INSURANCE COMPANY58%
  • VISION SERVICE PLAN42%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $161K1 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

NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$307.3M
Participants9,480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL HERITAGE ACADEMIES HEALTH CARE PLAN

Mixed - VISION SERVICE PLAN

Premiums$2.0M
Covered lives9,567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN401k$307.3M9,4802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL HERITAGE ACADEMIES HEALTH CARE PLANMixedVISION SERVICE PLAN$2.0M9,5672024
Retirement plans
Welfare plans
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