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  2. NAES CORPORATION
Sponsor portfolio

NAES CORPORATION

EIN 91-1111672-utilities-Latest filing 2025
Plans
3
Retirement
2
$756.1M assets
Welfare
1
$8.5M premiums
Participants
6,607
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-$8.5M - 6,736 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 / $8.5M premiums / 6,736 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Life$3.4M
  • Short-term disability$3.4M
  • Long-term disability$3.4M
  • Dental$2.8M
  • Health$1.4M
  • +2 more
Total $8.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY40%
  • DELTA DENTAL OF CALIFORNIA33%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY10%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • INDEPENDENT HEALTH7%
  • +3 more
Total $8.5M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $611K1 slice

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 - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$8.5M
Covered lives6,736
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 InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$8.5M6,7362025
Retirement plans
Welfare plans
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