Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $83.6M assets / 766 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.1M premiums / 1,085 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - BLUE CROSS BLUE SHIELD OF KANSAS
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $62.7M | 451 | 2025 |
| #001 | NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN | 401(k) | $20.9M | 315 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NEIGHBORS & ASSOCIATES, INC. EMPLOYEE HEALTH CARE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF KANSAS | $841K | 710 | 2025 |
| #503 | NEIGHBORS & ASSOCIATES, INC., EMPLOYEE LIFE, AD&D, & DISABILITY PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $264K | 375 | 2025 |