Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Prescription drug$1.7M
- Dental$708K
- Vision$376K
- Other$214K
- Life$147K
- +2 more
Sponsor portfolio
NORTH AMERICAN CLIENT SERVICES, INC.
EIN 88-0252963facilities servicesLatest filing 2025
Plans
2
Retirement
1
$27.2M assets
Welfare
1
$6.9M premiums
Participants
3,355
25910 ACERO ROAD, SUITE 350 - MISSION VIEJO, CA 92691949-240-2423naclientservices.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.9M premiums / 1,539 covered livesCarrier market share
Premium dollars by Schedule A carrier
42%top
- BLUE CROSS OF CALIFORNIA42%
- ANTHEM LIFE INSURANCE COMPANY23%
- KAISER FOUNDATION HEALTH PLAN INC21%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- ARMADACARE4%
- +2 more
Broker market share
Schedule A broker compensation
93%top
- MARSH & MCLENNAN AGENCY LLC93%
- SYNERGY ENROLLMENT & BENEFITS LLC5%
- LOCKTON COMPANIES, LLC2%
- BCINSOURCING, LLC0%
- EMPYREAN INSURANCE SERVICES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTH AMERICAN CLIENT SERVICES, INC. 401(K) PLAN
401k
Assets$27.2M
Participants1,814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
NORTH AMERICAN CLIENT SERVICES WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$6.9M
Covered lives1,539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTH AMERICAN CLIENT SERVICES, INC. 401(K) PLAN | 401k | $27.2M | 1,814 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | NORTH AMERICAN CLIENT SERVICES WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $6.9M | 1,539 | 2025 |
Retirement plans
Welfare plans