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Sponsor portfolioTH

MEYERS NAVE, A PROFESSIONAL CORPORATION

EIN 94-3050358-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$34.0M assets
Welfare
1
$2.0M premiums
Participants
321
1999 HARRISON STREET, 9TH FLOOR - OAKLAND, CA 94612510-808-2000
Plans on this EIN
3 filings
#001401k-$24.2M - 117 part#004401k-$9.7M - 103 part#501Fully Insured-$2.0M - 231 lives

Retirement portfolio analytics

2 plans aggregated / $34.0M assets / 220 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • SHARING PLAN 001 (#001)71%
  • SHARING PLAN 004 (#004)29%
Total $34.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN 001 (#001)117
  • SHARING PLAN 004 (#004)103
Total 220Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$109K
  • Other$83K
  • Life$77K
  • Short-term disability$77K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • AETNA LIFE INSURANCE COMPANY48%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • ARMADACARE8%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • +3 more
Total $2.0M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $85K1 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

MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001

401k

Assets$24.2M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MEYERS NAVE 401(K)/PROFIT SHARING PLAN 004

401k

Assets$9.7M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEYERS NAVE, A PROFESSIONAL CORPORATION GROUP HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.0M
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001401k$24.2M1172024
004MEYERS NAVE 401(K)/PROFIT SHARING PLAN 004401k$9.7M1032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEYERS NAVE, A PROFESSIONAL CORPORATION GROUP HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.0M2312024
Retirement plans
Welfare plans
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