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Sponsor portfolio

NEIGHBORS & ASSOCIATES, INC.

EIN 16-1661531-Latest filing 2025
Plans
4
Retirement
2
$66.3M assets
Welfare
2
$1.1M premiums
Participants
1,891
3609 N. 16TH STREET, P.O. BOX 579 - PARSONS, KS 67357620-423-3010
Plans on this EIN
4 filings
#002ESOP-$47.0M - 489 part#001401k-$19.2M - 317 part#501Fully Insured-$841K - 710 lives#503Fully Insured-$264K - 375 lives

Retirement portfolio analytics

2 plans aggregated / $66.3M assets / 806 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#002)71%
  • ASSOCIATES, INC. 401(K) (#001)29%
Total $66.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)489
  • ASSOCIATES, INC. 401(K) (#001)317
Total 806Click row to drill in

Benefits portfolio analytics

2 plans / $1.1M premiums / 1,085 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$574K
  • Stop-loss$574K
  • Dental$200K
  • Other$181K
  • Life$117K
  • Vision$67K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CROSS OF CALIFORNIA52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY24%
  • DELTA DENTAL OF CALIFORNIA18%
  • VISION SERVICE PLAN6%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • HAYS COMPANIES, INC.48%
  • ADP INC41%
  • BROWN & BROWN INSURANCE SERVICES10%
  • WATCHTOWER TECHNOLOGIES INC1%
Total $30K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$47.0M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$19.2M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEIGHBORS & ASSOCIATES, INC. EMPLOYEE HEALTH CARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF KANSAS

Premiums$841K
Covered lives710
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NEIGHBORS & ASSOCIATES, INC., EMPLOYEE LIFE, AD&D, & DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$264K
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$47.0M4892024
001NEIGHBORS & ASSOCIATES, INC. 401(K) PLAN401k$19.2M3172024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEIGHBORS & ASSOCIATES, INC. EMPLOYEE HEALTH CARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF KANSAS$841K7102025
503NEIGHBORS & ASSOCIATES, INC., EMPLOYEE LIFE, AD&D, & DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$264K3752025
Retirement plans
Welfare plans
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