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Sponsor portfolio

NATURAL ALTERNATIVES INTERNATIONAL, INC.

EIN 84-1007839-food production-Latest filing 2025
Plans
3
Retirement
2
$22.4M assets
Welfare
1
$1.9M premiums
Participants
526
1535 FARADAY AVENUE - CARLSBAD, CA 92008760-736-7702nai-online.comLinkedIn51-200 employeesfood production
Plans on this EIN
3 filings
#001401k-$21.4M - 300 part#002TraditionalDB-$1.0M - 25 part#508Fully Insured-$1.9M - 303 lives

Retirement portfolio analytics

2 plans aggregated / $22.4M assets / 325 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • FOR PROFITS PLAN (#001)95%
  • INC. RETIREMENT PLAN (#002)5%
Total $22.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR PROFITS PLAN (#001)300
  • INC. RETIREMENT PLAN (#002)25
Total 325Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Vision$174K
  • Dental$157K
  • Life$48K
  • Other$48K
  • Long-term disability$45K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • STANDARD INSURANCE COMPANY5%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $122K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN

401k

Assets$21.4M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATURAL ALTERNATIVES INTERNATIONAL, INC. RETIREMENT PLAN

TraditionalDB

Assets$1.0M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

NATURAL ALTERNATIVES INTERNATIONAL WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.9M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATURAL ALTERNATIVES PARTNERSHIP FOR PROFITS PLAN401k$21.4M3002024
002NATURAL ALTERNATIVES INTERNATIONAL, INC. RETIREMENT PLANTraditionalDB$1.0M252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508NATURAL ALTERNATIVES INTERNATIONAL WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.9M3032025
Retirement plans
Welfare plans
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