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  2. NORTHERN ARIZONA HEALTHCARE CORP.
Sponsor portfolioTH

NORTHERN ARIZONA HEALTHCARE CORP.

EIN 74-2410946-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$560.2M assets
Welfare
1
$3.5M premiums
Participants
9,632
1200 NORTH BEAVER STREET - FLAGSTAFF, AZ 86001928-773-2014
Plans on this EIN
3 filings
#002401k-$413.7M - 5,123 part#001TraditionalDB-$146.6M - 941 part#510Mixed-$3.5M - 3,873 lives

Retirement portfolio analytics

2 plans aggregated / $560.2M assets / 6,064 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • HEALTHCARE CORPORATION 401(K) (#002)74%
  • NORTHERN ARIZONA HEALTHCARE (#001)26%
Total $560.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTHCARE CORPORATION 401(K) (#002)5,123
  • NORTHERN ARIZONA HEALTHCARE (#001)941
Total 6,064Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 3,873 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.8M
  • Life$2.8M
  • Long-term disability$2.7M
  • Vision$604K
Total $3.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • HARTFORD LIFE AND ACCIDENT75%
  • VISION SERVICE PLAN17%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • LOCKTON COMPANIES, LLC65%
  • BCINSOURCING, LLC31%
  • HEALTH AND BENEFIT SYSTEMS, INC.3%
  • CHRISTA G AUFDEMBERG INC1%
  • SUCCESS STRATEGIES, INC.0%
  • +1 more
Total $386K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN

401k

Assets$413.7M
Participants5,123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT INCOME PLAN FOR EMPLOYEES OF NORTHERN ARIZONA HEALTHCARE

TraditionalDB

Assets$146.6M
Participants941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

NORTHERN ARIZONA HEALTHCARE, INC. WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.5M
Covered lives3,873
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN401k$413.7M5,1232024
001RETIREMENT INCOME PLAN FOR EMPLOYEES OF NORTHERN ARIZONA HEALTHCARETraditionalDB$146.6M9412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510NORTHERN ARIZONA HEALTHCARE, INC. WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$3.5M3,8732024
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