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Sponsor portfolio

NORTH AMERICAN SECURITY, INC.

EIN 95-4502871-machinery-Latest filing 2024
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$366K premiums
Participants
886
1701 S. KELLY AVE. - EDMOND, OK 73013405-726-8642LinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#002ProfitSharing-$5.1M - 688 part#505Fully Insured-$366K - 214 lives

Benefits portfolio analytics

1 plan / $366K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$363K
  • Dental$363K
  • Vision$363K
  • Short-term disability$363K
  • Life$4K
  • Other$4K
Total $366K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • AETNA LIFE INSURANCE COMPANY99%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
Total $366K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • THE BOON INSURANCE AGENCY58%
  • GEOFFREY MALTER42%
Total $47K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NORTH AMERICAN SECURITY RETIREMENT PLAN

ProfitSharing

Assets$5.1M
Participants688
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

NORTH AMERICAN SECURITY, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$366K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NORTH AMERICAN SECURITY RETIREMENT PLANProfitSharing$5.1M6882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505NORTH AMERICAN SECURITY, INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$366K2142024
Retirement plans
Welfare plans
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