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Sponsor portfolioTH

NATIONAL GUARDIAN LIFE INSURANCE COMPANY

EIN 39-0493780-Latest filing 2025
Plans
3
Retirement
2
$133.5M assets
Welfare
1
$5.4M premiums
Participants
1,535
2 E GILMAN ST - MADISON, WI 537031479636-266-1167
Plans on this EIN
3 filings
#001CashBalance-$68.5M - 637 part#003401k-$65.0M - 541 part#520Fully Insured-$5.4M - 484 lives

Retirement portfolio analytics

2 plans aggregated / $133.5M assets / 1,178 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN FOR EMPLOYEES (#001)51%
  • GUARDIAN LIFE Savings (#003)49%
Total $133.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN FOR EMPLOYEES (#001)637
  • GUARDIAN LIFE Savings (#003)541
Total 1,178Click row to drill in

Benefits portfolio analytics

1 plan / $5.4M premiums / 484 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Prescription drug$3.2M
  • Life$353K
  • Dental$188K
  • Short-term disability$93K
  • Vision$43K
  • +2 more
Total $5.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION60%
  • BLUE CROSS OF CALIFORNIA23%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • STANDARD INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • +3 more
Total $5.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
  • C2 CENTRIC LLC0%
Total $121K2 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

NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES

CashBalance

Assets$68.5M
Participants637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NATIONAL GUARDIAN LIFE SAVINGS PLAN

401k

Assets$65.0M
Participants541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

NGL HEALTH & WELFARE WRAP PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$5.4M
Covered lives484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL GUARDIAN LIFE INSURANCE COMPANY PENSION PLAN FOR EMPLOYEESCashBalance$68.5M6372024
003NATIONAL GUARDIAN LIFE SAVINGS PLAN401k$65.0M5412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520NGL HEALTH & WELFARE WRAP PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$5.4M4842025
Retirement plans
Welfare plans
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