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Sponsor portfolio

WESTERN NATIONAL PARKS ASSOCIATION

EIN 86-0107049-retail-Latest filing 2025
Plans
3
Retirement
2
$7.2M assets
Welfare
1
$1.0M premiums
Participants
312
12880 N VISTOSO VILLAGE DRIVE - ORO VALLEY, AZ 85755520-789-7407LinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#001403b-$5.2M - 101 part#002403b-$2.0M - 91 part#501Fully Insured-$1.0M - 201 lives

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 192 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PARKS ASSOCIATION 403(B) (#001)72%
  • 403(B) PLAN II (#002)28%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARKS ASSOCIATION 403(B) (#001)101
  • 403(B) PLAN II (#002)91
Total 192Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$902K
  • Prescription drug$902K
  • Dental$145K
  • Vision$145K
  • Life$145K
  • Short-term disability$145K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • LOVITT AND TOUCHE, INC.72%
  • HUB INTERNATIONAL MIDWEST LIMITED26%
  • MARSH & MCLENNAN AGENCY LLC2%
Total $81K3 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

WESTERN NATIONAL PARKS ASSOCIATION 403(B) PLAN

403b

Assets$5.2M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WESTERN NATIONAL PARKS ASSOC.IATION 403(B) PLAN II

403b

Assets$2.0M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN NATIONAL PARKS ASSOCIATION EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.0M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN NATIONAL PARKS ASSOCIATION 403(B) PLAN403b$5.2M1012025
002WESTERN NATIONAL PARKS ASSOC.IATION 403(B) PLAN II403b$2.0M912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN NATIONAL PARKS ASSOCIATION EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.0M2012025
Retirement plans
Welfare plans
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