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Sponsor portfolio

NATIONAL HOLISTIC INSTITUTE, INC.

EIN 94-3013724-education management-Latest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
$824K premiums
Participants
790
5900 DOYLE STREET - EMERYVILLE, CA 94608559-326-1765nhi.eduLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#001401k-$5.2M - 494 part#002ESOP-$197K - 149 part#501Fully Insured-$824K - 147 lives

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 643 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • INSTITUTE, INC 401(K) (#001)96%
  • EMPLOYEE STOCK OWNERSHIP (#002)4%
Total $5.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • MIRACLE MILE ADVISORS LLC96%
  • (Not disclosed)4%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTITUTE, INC 401(K) (#001)494
  • EMPLOYEE STOCK OWNERSHIP (#002)149
Total 643Click row to drill in

Benefits portfolio analytics

1 plan / $824K premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$733K
  • Prescription drug$733K
  • Dental$91K
  • Vision$91K
  • Life$91K
  • Other$91K
Total $824K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $824K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FOUNDATION RISK PARTNERS CORP100%
Total $42K1 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

NATIONAL HOLISTIC INSTITUTE, INC 401(K) PLAN

401k

Assets$5.2M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NHI EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$197K
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL HOLISTIC INSTITUTE, INC. HEALTH PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$824K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL HOLISTIC INSTITUTE, INC 401(K) PLAN401k$5.2M4942024
002NHI EMPLOYEE STOCK OWNERSHIP PLANESOP$197K1492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL HOLISTIC INSTITUTE, INC. HEALTH PLANFully InsuredBLUE CROSS OF CALIFORNIA$824K1472025
Retirement plans
Welfare plans
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