PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NEIGHBORWORKS AMERICA
Sponsor portfolioTH

NEIGHBORWORKS AMERICA

EIN 52-1148078-non-profit organization management-Latest filing 2024
Plans
6
Retirement
1
$123.0M assets
Welfare
5
$7.8M premiums
Participants
1,855
999 NORTH CAPITOL STREET, NE SUITE - WASHINGTON, DC 20002202-664-0911neighborworks.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
6 filings
#002401k-$123.0M - 463 part#502Fully Insured-$7.4M - 298 lives#508Mixed-$355K - 299 lives#513Fully Insured-$33K - 270 lives#509Self Funded-0 lives#512Self Funded-0 lives

Benefits portfolio analytics

5 plans / $7.8M premiums / 867 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.4M
  • Dental$7.4M
  • Prescription drug$7.4M
  • Other$350K
  • Life$298K
  • Long-term disability$293K
  • +1 more
Total $7.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN0%
  • ARAG INSURANCE COMPANY0%
  • TRANSAMERICA LIFE INSURANCE COMPANY0%
  • +2 more
Total $7.8M7 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ALLIANT INSURANCE SERVICES, INC.94%
  • AMWINS5%
  • WEBTPA1%
Total $25K3 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

NEIGHBORWORKS AMERICA RETIREMENT PLAN

401k

Assets$123.0M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NEIGHBORHOOD REINVESTMENT CORP MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$7.4M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

NEIGHBORHOOD REINVESTMENT CORP ADD AND DEPENDENT LIFE PLAN AND LTD

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$355K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

NEIGHBORHOOD REINVESTMENT CORP VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$33K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

NEIGHBORHOOD REINVESTMENT CORP SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

NEIGHBORHOOD REINVESTMENT CORP FLEXIBLE SPENDING ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NEIGHBORWORKS AMERICA RETIREMENT PLAN401k$123.0M4632024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NEIGHBORHOOD REINVESTMENT CORP MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$7.4M2982024
508NEIGHBORHOOD REINVESTMENT CORP ADD AND DEPENDENT LIFE PLAN AND LTDMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$355K2992024
513NEIGHBORHOOD REINVESTMENT CORP VISION PLANFully InsuredVISION SERVICE PLAN$33K2702024
509NEIGHBORHOOD REINVESTMENT CORP SEVERANCE PLANSelf Funded-$002024
512NEIGHBORHOOD REINVESTMENT CORP FLEXIBLE SPENDING ACCOUNT PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica