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  2. NAES CORPORATION
Sponsor portfolio

NAES CORPORATION

EIN 91-1111672-utilities-Latest filing 2024
Plans
3
Retirement
2
$756.1M assets
Welfare
1
$8.8M premiums
Participants
6,614
1180 NW MAPLE STREET, SUITE 200 - ISSAQUAH, WA 98027425-961-4700naes.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
3 filings
#002401k-$643.7M - 3,230 part#009401k-$112.4M - 557 part#501Fully Insured-$8.8M - 6,628 lives

Retirement portfolio analytics

2 plans aggregated / $756.1M assets / 3,787 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • RETIREMENT & 401(K) (#002)85%
  • RETIREMENT AND 401(K) (#009)15%
Total $756.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT & 401(K) (#002)3,230
  • RETIREMENT AND 401(K) (#009)557
Total 3,787Click row to drill in

Benefits portfolio analytics

1 plan / $8.8M premiums / 6,628 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.2M
  • Life$4.3M
  • Short-term disability$4.3M
  • Long-term disability$4.3M
  • Dental$2.6M
  • Health$990K
  • +1 more
Total $8.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • SYMETRA LIFE INSURANCE COMPANY48%
  • DELTA DENTAL OF CALIFORNIA29%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • INDEPENDENT HEALTH5%
  • +3 more
Total $8.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • LOCKTON COMPANIES, LLC83%
  • BSC AGENCY LLC12%
  • MERCER HEALTH AND BENEFITS, LLC5%
Total $598K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NAES CORPORATION RETIREMENT & 401(K) PLAN

401k

Assets$643.7M
Participants3,230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

NAES CORPORATION CORPORATE RETIREMENT AND 401(K) PLAN

401k

Assets$112.4M
Participants557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAES CORPORATION HEALTH & WELFARE PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$8.8M
Covered lives6,628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NAES CORPORATION RETIREMENT & 401(K) PLAN401k$643.7M3,2302024
009NAES CORPORATION CORPORATE RETIREMENT AND 401(K) PLAN401k$112.4M5572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAES CORPORATION HEALTH & WELFARE PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$8.8M6,6282024
Retirement plans
Welfare plans
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