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Sponsor portfolio

NEBO AGENCY, LLC

EIN 20-0991436-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$774K premiums
Participants
350
680 MURPHY AVE SW SUITE 1085 - ATLANTA, GA 30310404-885-1201neboagency.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$6.6M - 158 part#501Fully Insured-$774K - 192 lives

Benefits portfolio analytics

1 plan / $774K premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$706K
  • Dental$706K
  • Vision$706K
  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • +1 more
Total $774K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • FRESHBENIES0%
Total $774K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • OAKBRIDGE INSURANCE AGENCY, LLC51%
  • BRADEN BENEFITS STRATEGIES, INC.28%
  • UNITED PRODUCERS GROUP LLC21%
Total $58K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEBO AGENCY, LLC 401(K) PLAN

401k

Assets$6.6M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEBO AGENCY, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$774K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEBO AGENCY, LLC 401(K) PLAN401k$6.6M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEBO AGENCY, LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$774K1922025
Retirement plans
Welfare plans
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