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Sponsor portfolio

NATIONAL OAK DISTRIBUTORS, INC.

EIN 95-3180805-automotive-Latest filing 2024
Plans
2
Retirement
1
$19.3M assets
Welfare
1
$3.7M premiums
Participants
869
P.O. BOX 24631 - WEST PALM BEACH, FL 33416561-478-2711nationaloak.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#001401k-$19.3M - 499 part#501Fully Insured-$3.7M - 360 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$3.0M
  • Other$236K
  • Life$186K
  • Short-term disability$186K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • HARTFORD LIFE AND ACCIDENT5%
  • VISION SERVICE PLAN1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $185K1 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 OAK DISTRIBUTORS, INC. 401(K) PLAN

401k

Assets$19.3M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL OAK DISTRIBUTORS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.7M
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN401k$19.3M4992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL OAK DISTRIBUTORS, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.7M3602024
Retirement plans
Welfare plans
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