Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NATUREBRIDGE
EIN 94-2145930non-profit organization managementLatest filing 2025
Plans
5
Retirement
4
$9.9M assets
Welfare
1
$1.4M premiums
Participants
508
1033 FORT CRONKHITE - SAUSALITO, CA 94965415-992-4700naturebridge.orgLinkedIn201-500 employeesnon-profit organization management
Retirement portfolio analytics
4 plans aggregated / $9.9M assets / 343 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 167 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$970K
- Dental$396K
- Life$125K
- Short-term disability$125K
- Long-term disability$125K
- Other$125K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
71%top
- AETNA LIFE INSURANCE COMPANY71%
- KAISER FOUNDATION HEALTH PLAN INC20%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NATUREBRIDGE 403(B) PLAN 002
403b
Assets$5.1M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NATUREBRIDGE 403(B) PLAN 003
403b
Assets$3.6M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NATUREBRIDGE 403(B) PLAN 001
403b
Assets$1.1M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
NATUREBRIDGE 403(B) PLAN 004
403b
Assets$82K
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NATUREBRIDGE WRAP BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$1.4M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NATUREBRIDGE 403(B) PLAN 002 | 403b | $5.1M | 79 | 2025 | |
| 003 | NATUREBRIDGE 403(B) PLAN 003 | 403b | $3.6M | 110 | 2025 | |
| 001 | NATUREBRIDGE 403(B) PLAN 001 | 403b | $1.1M | 106 | 2025 | |
| 004 | NATUREBRIDGE 403(B) PLAN 004 | 403b | $82K | 48 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NATUREBRIDGE WRAP BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $1.4M | 167 | 2025 |
Retirement plans
Welfare plans