PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NORTHSTAR ENERGY MANAGEMENT, LLC DBA NOVASOURCE POWER SERVICES
Sponsor portfolio

NORTHSTAR ENERGY MANAGEMENT, LLC DBA NOVASOURCE POWER SERVICES

EIN 81-3537848-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$19.6M assets
Welfare
1
$2.0M premiums
Participants
1,257
3133 W FRYE RD - CHANDLER, AZ 85226713-380-7937
Plans on this EIN
2 filings
#001401k-$19.6M - 768 part#501Fully Insured-$2.0M - 485 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Health$896K
  • Prescription drug$896K
  • Dental$690K
  • Vision$690K
  • Life$497K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY30%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA25%
  • MEDIEXCEL HEALTH PLAN4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • WOODRUFF-SAWYER & CO81%
  • REUBEN WARNER ASSOCIATES, INC.18%
  • CHRISTA G AUFDEMBERG INC1%
  • IMG0%
  • CHARLES A WALTERS0%
Total $109K5 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

NORTHSTAR ENERGY MANAGEMENT LLC DBA NOVASOURCE POWER SERVICES PLAN

401k

Assets$19.6M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NOVASOURCE POWER SERVICES GROUP HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.0M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHSTAR ENERGY MANAGEMENT LLC DBA NOVASOURCE POWER SERVICES PLAN401k$19.6M7682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NOVASOURCE POWER SERVICES GROUP HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.0M4852024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica