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Sponsor portfolio

NATION'S FINEST

EIN 94-2699571-real estate-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$1.2M premiums
Participants
543
2455 BENNETT VALLEY ROAD, SUITE C105 - SANTA ROSA, CA 95404707-578-2785nationsfirst.orgLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$2.8M - 305 part#501Mixed-$1.2M - 255 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Other$141K
  • Life$140K
  • Short-term disability$140K
  • Long-term disability$140K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • KAISER FOUNDATION HEALTH PLAN INC88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY12%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RELATION INSURANCE SERVICES OF CA100%
Total $66K1 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

NATION'S FINEST RETIREMENT PLAN

401k

Assets$2.8M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATION'S FINEST HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.2M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATION'S FINEST RETIREMENT PLAN401k$2.8M3052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATION'S FINEST HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.2M2552025
Retirement plans
Welfare plans
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