Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$376K
- Health$358K
- Dental$358K
- Vision$358K
- Prescription drug$358K
- Life$18K
- +2 more
Sponsor portfolio
NAN MCKAY AND ASSOCIATES, INC.
EIN 41-1381008program developmentLatest filing 2025
Plans
2
Retirement
1
$27.0M assets
Welfare
1
$376K premiums
Participants
1,374
1810 GILLESPIE WAY, SUITE 202 - EL CAJON, CA 92020619-258-1955casterline.netLinkedIn11-50 employeesprogram development
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $376K premiums / 572 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NAN MCKAY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$27.0M
Participants746
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NAN MCKAY AND ASSOCIATES CAFETERIA PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$376K
Covered lives572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NAN MCKAY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $27.0M | 746 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NAN MCKAY AND ASSOCIATES CAFETERIA PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $376K | 572 | 2025 |
Retirement plans
Welfare plans