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Sponsor portfolio

NEOLOGY, INC HEALTH AND WELFARE PLAN

EIN 34-1650967-legal services-Latest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$4.3M premiums
Participants
707
1917 PALOMAR OAKS WAY SUITE#110 - CARLSBAD, CA 92008858-391-0260legalplans.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#333401k-$16.6M - 323 part#501Fully Insured-$4.3M - 446 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$505K
  • Vision$505K
  • Life$505K
  • Short-term disability$505K
  • Long-term disability$505K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CALIFORNIA PHYSICIANS SERVICE81%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • ACRISURE LLC80%
  • ASSUREDPARTNERS10%
  • ROGERS BENEFIT GROUP INC10%
Total $375K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$16.6M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEOLOGY INC HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$4.3M
Covered lives446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333METLIFE LEGAL PLANS 401(K) RETIREMENT SAVINGS PLAN401k$16.6M3232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEOLOGY INC HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$4.3M4462025
Retirement plans
Welfare plans
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