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Sponsor portfolio

THE NEFFS NATIONAL BANK

EIN 23-0910300-banking-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$6K premiums
Participants
122
PO BOX 10, 5629 PA ROUTE 873 - NEFFS, PA 18065610-767-3875neffsnatl.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#001401k-$7.0M - 74 part#526Mixed-$6K - 44 lives

Benefits portfolio analytics

1 plan / $6K premiums / 44 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY100%
Total $6K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VARNEY & COMPANY BENEFITS ADVISORS100%
Total $2381 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

THE NEFFS NATIONAL BANK EMPLOYEE'S SAFE HARBOR & PROFIT SHARING RETIREMENT TRUST

401k

Assets$7.0M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#526

THE NEFFS NATIONAL BANK EMPLOYEE BENEFIT PLAN

Mixed - CAPITAL ADVANTAGE ASSUANCE COMPANY

Premiums$6K
Covered lives44
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE NEFFS NATIONAL BANK EMPLOYEE'S SAFE HARBOR & PROFIT SHARING RETIREMENT TRUST401k$7.0M742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
526THE NEFFS NATIONAL BANK EMPLOYEE BENEFIT PLANMixedCAPITAL ADVANTAGE ASSUANCE COMPANY$6K442025
Retirement plans
Welfare plans
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