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Sponsor portfolioTH

NATIONAL WESTERN LIFE INSURANCE COMPANY

EIN 84-0467208-insurance-Latest filing 2024
Plans
3
Retirement
2
$65.4M assets
Welfare
1
$810K premiums
Participants
642
10801 N. MOPAC EXPY, BLDG 3 - AUSTIN, TX 787595415512-836-1010nationalwesternlife.comLinkedIn201-500 employeesinsurance
Plans on this EIN
3 filings
#003401k-$43.7M - 457 part#002TraditionalDB-$21.7M - 184 part#509Mixed-$810K - 94 lives

Retirement portfolio analytics

2 plans aggregated / $65.4M assets / 641 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • INSURANCE COMPANY 401(K) (#003)67%
  • INSURANCE COMPANY PENSION (#002)33%
Total $65.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • MILLIMAN, INC.67%
  • (Not disclosed)33%
Total $65.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE COMPANY 401(K) (#003)457
  • INSURANCE COMPANY PENSION (#002)184
Total 641Click row to drill in

Benefits portfolio analytics

1 plan / $810K premiums / 94 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$491K
  • Dental$141K
  • Vision$141K
  • Other$137K
  • Life$104K
  • Long-term disability$34K
  • +1 more
Total $810K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITEDHEALTHCARE INSURANCE COMPANY61%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • AMERITAS LIFE INSURANCE CORP.17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $810K5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • ROBERT L. MOODY, JR.7%
  • JOSEPH O ROSSER7%
  • MICHAEL MARTIN6%
  • MICHELE E MARTIN5%
  • +3 more
Total $4K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN

401k

Assets$43.7M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLAN

TraditionalDB

Assets$21.7M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

NATIONAL WESTERN LIFE INSURANCE COMPANY WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$810K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NATIONAL WESTERN LIFE INSURANCE COMPANY 401(K) PLAN401k$43.7M4572024
002NATIONAL WESTERN LIFE INSURANCE COMPANY PENSION PLANTraditionalDB$21.7M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509NATIONAL WESTERN LIFE INSURANCE COMPANY WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$810K942024
Retirement plans
Welfare plans
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