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  2. AAA NORTHERN CALIFORNIA, NEVADA & UTAH
Sponsor portfolioTH

AAA NORTHERN CALIFORNIA, NEVADA & UTAH

EIN 94-0361645-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$762.7M assets
Welfare
2
$41.8M premiums
Participants
17,278
1277 TREAT BOULEVARD, SUITE 1000 - WALNUT CREEK, CA 94597925-274-6820
Plans on this EIN
3 filings
#001401k-$762.7M - 6,628 part#501Fully Insured-$41.8M - 9,180 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $41.8M premiums / 9,180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$32.7M
  • Prescription drug$32.7M
  • Life$4.0M
  • Short-term disability$4.0M
  • Long-term disability$4.0M
  • Dental$3.8M
  • +2 more
Total $41.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • KAISER FOUNDATION HEALTH PLAN INC64%
  • SELECTHEALTH14%
  • HARTFORD LIFE AND ACCIDENT10%
  • DELTA DENTAL OF CALIFORNIA9%
  • VISION SERVICE PLAN1%
  • +2 more
Total $41.8M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $413K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AAA NCNU 401(K) PLAN

401k

Assets$762.7M
Participants6,628
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AAA NCNU GROUP WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$41.8M
Covered lives9,180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

AAA NCNU INVOLUNTARY SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AAA NCNU 401(K) PLAN401k$762.7M6,6282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AAA NCNU GROUP WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$41.8M9,1802024
510AAA NCNU INVOLUNTARY SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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