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Sponsor portfolioWelfare / HealthEIN 80-0895356

NATIONAL STORAGE AFFILIATES TRUST

8400 EAST PRENTICE AVENUE · GREENWOOD VILLAGE, CO 80111
7206302600
Plans filed
2
Years active
2023–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
674
No prior year
Total participants
262
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.0M
NATIONAL STORAGE AFFILIATES TRUST
Fully insured674 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$1000K
NATIONAL STORAGE AFFILIATES TRUST
Fully insured823 covered·3 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.0M17.3%
Life$2.9M16.6%
Health$2.8M16.2%
Dental$2.8M16.2%
Vision$2.8M16.2%
Prescription drug$2.8M16.2%
Short-term disability$108K0.6%
Long-term disability$108K0.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVLOth
$2.9M96.4%12674
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
STDLTDOth
$108K3.6%11262

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESWAUKEE, IAUNITEDHEALTHCARE INSURANCE COMPANY, GUARDIAN LIFE INSURANCE COMPANY$100K$0$100K75.4%1
MARSH & MCLENNAN AGENCY LLCLOS ANGELES, CAUNITEDHEALTHCARE INSURANCE COMPANY, GUARDIAN LIFE INSURANCE COMPANY$33K$0$33K24.6%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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