Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE NEIGHBORHOOD CENTER, INC.
EIN 15-0532097human resourcesLatest filing 2025
Plans
3
Retirement
2
$8.8M assets
Welfare
1
$2.0M premiums
Participants
513
624 ELIZABETH STREET - UTICA, NY 13501315-272-2600neighborhoodctr.orgLinkedIn201-500 employeeshuman resources
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 302 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 211 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Dental$152K
- Vision$152K
- Life$152K
- Long-term disability$152K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
83%top
- ROBERT G. RELPH AGENCY, INC.83%
- RELPH ROBERT G AGENCY INC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE NEIGHBORHOOD CENTER, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.8M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TAX DEFERRED ANNUITY PLAN FOR THE NEIGHBORHOOD CENTER, INC.
OtherDC
Assets$13K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE NEIGHBORHOOD CENTER, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.0M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE NEIGHBORHOOD CENTER, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.8M | 296 | 2024 | |
| 003 | TAX DEFERRED ANNUITY PLAN FOR THE NEIGHBORHOOD CENTER, INC. | OtherDC | $13K | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE NEIGHBORHOOD CENTER, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.0M | 211 | 2025 |
Retirement plans
Welfare plans