Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	NATIONAL STORAGE AFFILIATES TRUST	Fully Insured	UNITEDHEALTHCARE INSURANCE COMPANY	$3.0M	674	2025
502	NATIONAL STORAGE AFFILIATES TRUST	Fully Insured	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	$1000K	823	2024

Retirement plans

Welfare plans

Sponsor portfolio

NATIONAL STORAGE AFFILIATES TRUST

EIN 80-0895356Latest filing 2025

Plans

Retirement

$9.0M assets

Welfare

$4.0M premiums

Participants

2,451

8400 EAST PRENTICE AVENUE, SUITE 900 - GREENWOOD VILLAGE, CO 80111720-630-2600

Plans on this EIN

3 filings

#002401k-$9.0M - 1,365 part #501Fully Insured-$3.0M - 674 lives #502Fully Insured-$1000K - 823 lives

Benefits portfolio analytics

2 plans / $4.0M premiums / 1,497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$3.0M
Life$2.9M
Health$2.8M
Dental$2.8M
Vision$2.8M
Prescription drug$2.8M
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

96%top

UNITEDHEALTHCARE INSURANCE COMPANY96%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%

Broker market share

Schedule A broker compensation

Split broker

75%top

HOLMES MURPHY & ASSOCIATES75%
MARSH & MCLENNAN AGENCY LLC25%

Plan deep-dives

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

Retirement#002

NATIONAL STORAGE AFFILIATES 401(K) PLAN

401k

Assets$9.0M

Participants1,365

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501