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Sponsor portfolio

NAB HOLDINGS, LLC

EIN 45-3514691-Latest filing 2025
Plans
2
Retirement
1
$71.1M assets
Welfare
1
$731K premiums
Participants
2,528
250 STEPHENSON HIGHWAY - TROY, MI 48083248-269-6000
Plans on this EIN
2 filings
#001401k-$71.1M - 1,444 part#501Mixed-$731K - 1,084 lives

Benefits portfolio analytics

1 plan / $731K premiums / 1,084 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$731K
  • Dental$684K
  • Life$684K
  • Short-term disability$684K
  • Long-term disability$684K
Total $731K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA94%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
  • PAS2%
Total $731K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • DORSEY & ASSOCIATES, INC.0%
  • THOMPSON SUCCESS PARTNERS, INC.0%
  • C & D ASSOCIATES, INC.0%
Total $100K4 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

NAB HOLDINGS, LLC 401(K) PLAN

401k

Assets$71.1M
Participants1,444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAB HOLDINGS, LLC GROUP HEALTH PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$731K
Covered lives1,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAB HOLDINGS, LLC 401(K) PLAN401k$71.1M1,4442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAB HOLDINGS, LLC GROUP HEALTH PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$731K1,0842025
Retirement plans
Welfare plans
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