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Sponsor portfolioTH

LEGAL SERVICES OF NORTHERN CALIF

EIN 94-1384659-legal services-Latest filing 2024
Plans
3
Retirement
2
$11.4M assets
Welfare
1
$1.4M premiums
Participants
302
517 12TH STREET - SACRAMENTO, CA 95814916-551-2150lsnc.netLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#001403b-$7.1M - 18 part#002401k-$4.3M - 150 part#501Fully Insured-$1.4M - 134 lives

Retirement portfolio analytics

2 plans aggregated / $11.4M assets / 168 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DEFERRED ANNUITY 403(B) (#001)63%
  • NORTHERN CALIFORNIA 401(K) (#002)37%
Total $11.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NORTHERN CALIFORNIA 401(K) (#002)150
  • DEFERRED ANNUITY 403(B) (#001)18
Total 168Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Health$1.3M
  • Prescription drug$1.3M
  • Life$127K
  • Short-term disability$127K
  • Long-term disability$127K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CALIFORNIA CHOICE91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NAC INSURANCE ADMINISTRATION CORPOR100%
Total $79K1 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

LEGAL SERVICES OF NORTHERN CALIF TAX DEFERRED ANNUITY 403(B) PLAN

403b

Assets$7.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEGAL SERVICES OF NORTHERN CALIFORNIA 401(K) PLAN

401k

Assets$4.3M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGAL SERVICES OF NORTHERN CALIFORNIA CONSOLIDATED WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIACHOICE

Premiums$1.4M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEGAL SERVICES OF NORTHERN CALIF TAX DEFERRED ANNUITY 403(B) PLAN403b$7.1M182024
002LEGAL SERVICES OF NORTHERN CALIFORNIA 401(K) PLAN401k$4.3M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGAL SERVICES OF NORTHERN CALIFORNIA CONSOLIDATED WELFARE BENEFITS PLANFully InsuredCALIFORNIACHOICE$1.4M1342024
Retirement plans
Welfare plans
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