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  2. Nan McKay and Associates, Inc.
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Filings through Oct 24, 2026.

Nan McKay and Associates, Inc.

EIN 41-1381008-program development-Latest filing 2025
Plans
2
Retirement
1
$31.2M assets
Health & Benefits
1
$376K premiums
Participants
1,379
1810 GILLESPIE WAY, STE. 202 - EL CAJON, CA 92020619-258-1855casterline.netLinkedIn11-50 employeesprogram development
Plans on this EIN
2 filings
#002401(k)-$31.2M - 751 part#501Fully insured-$376K - 572 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $376K premiums / 572 covered lives

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
Total $376K8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

NAN MCKAY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$31.2M
Participants751
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

NAN MCKAY AND ASSOCIATES CAFETERIA PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$376K
Covered lives572
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002NAN MCKAY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)$31.2M7512025
  • NAN MCKAY AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN$31.2M
    #002 · 401(k) · 2025751

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501NAN MCKAY AND ASSOCIATES CAFETERIA PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$376K5722025
  • NAN MCKAY AND ASSOCIATES CAFETERIA PLAN$376K
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025572
Retirement plans
Health & Benefits plans

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