Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Dental$278K
- Vision$278K
- Life$278K
- Short-term disability$278K
- Long-term disability$278K
- +1 more
Sponsor portfolio
NEOLOGY, INC.
EIN 01-0734352information technology and servicesLatest filing 2024
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$3.2M premiums
Participants
783
1917 PALOMAR OAKS WAY, SUITE 110 - CARLSBAD, CA 92008760-594-0759neology.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 522 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CALIFORNIA PHYSICIANS SERVICE87%
- PRINCIPAL LIFE INSURANCE COMPANY9%
- KAISER FOUNDATION HEALTH PLAN INC2%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
73%top
- ACRISURE LLC73%
- ROGERS BENEFIT GROUP INC26%
- ASSUREDPARTNERS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEOLOGY, INC. 401(K) DISCRETIONARY P/S PLAN
401k
Assets$12.4M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEOLOGY INC HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$3.2M
Covered lives522
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEOLOGY, INC. 401(K) DISCRETIONARY P/S PLAN | 401k | $12.4M | 398 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEOLOGY INC HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $3.2M | 522 | 2024 |
Retirement plans
Welfare plans