Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$545K
- Dental$130K
- Life$40K
- Other$40K
- Long-term disability$35K
- +2 more
Sponsor portfolio
NATIONAL PEN CO. LLC
EIN 46-0911877Latest filing 2025
Plans
2
Retirement
1
$41.7M assets
Welfare
1
$3.0M premiums
Participants
547
12121 SCRIPPS SUMMIT DRIVE, SUITE 200 - SAN DIEGO, CA 92131858-675-3000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 207 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- UNITED HEALTHCARE INSURANCE COMPANY74%
- KAISER FOUNDATION HEALTH PLAN INC18%
- DELTA DENTAL OF CALIFORNIA4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
99%top
- ACRISURE LLC99%
- GROUP BENEFITS LTD1%
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 PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN
401k
Assets$41.7M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NATIONAL PEN CO. LLC GROUP HEALTH PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$3.0M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | 401k | $41.7M | 347 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NATIONAL PEN CO. LLC GROUP HEALTH PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $3.0M | 207 | 2025 |
Retirement plans
Welfare plans