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Sponsor portfolio

NEO PHILANTHROPY, INC.

EIN 13-3191113-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$6.3M premiums
Participants
741
1001 AVENUE OF THE AMERICAS, 12TH FLOOR - NEW YORK, NY 10018212-378-2805neophilanthropy.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filings
#001401k-$21.0M - 428 part#501Fully Insured-$6.3M - 405 lives

Benefits portfolio analytics

1 plan / $6.3M premiums / 405 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Dental$275K
  • Vision$275K
  • Other$199K
  • Life$189K
  • +2 more
Total $6.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • CURALINC HEALTHCARE0%
Total $6.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $310K1 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

NEO PHILANTHROPY, INC. 401(K) PLAN

401k

Assets$21.0M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEO PHILANTHROPY INC HEALTH AND WELFARE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.3M
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEO PHILANTHROPY, INC. 401(K) PLAN401k$21.0M4282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEO PHILANTHROPY INC HEALTH AND WELFAREFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.3M4052025
Retirement plans
Welfare plans
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