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Sponsor portfolio

NATURAL PARTNERS, LLC

EIN 86-0790551-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$379K premiums
Participants
1,228
1750 ELM STREET, 12TH FLOOR - MANCHESTER, NH 03104480-881-3517
Plans on this EIN
2 filings
#001401k-$11.2M - 634 part#501Mixed-$379K - 587 lives

Benefits portfolio analytics

1 plan / $379K premiums / 587 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$338K
  • Life$328K
  • Short-term disability$328K
  • Long-term disability$328K
  • Vision$41K
Total $379K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA87%
  • EYEMED VISION CARE11%
  • MAGELLAN HEALTHCARE3%
Total $379K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • ASSUREDPARTNERS8%
  • ALLIANT INSURANCE SERVICES, INC.0%
Total $17K3 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

NATURAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$11.2M
Participants634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATURAL PARTNERS HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$379K
Covered lives587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATURAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$11.2M6342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATURAL PARTNERS HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$379K5872025
Retirement plans
Welfare plans
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