Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Other$95K
- Life$93K
- Short-term disability$93K
- Long-term disability$93K
- +1 more
Sponsor portfolio
NILES BOLTON ASSOCIATES, INC
EIN 58-1407613architecture & planningLatest filing 2025
Plans
2
Retirement
1
$41.7M assets
Welfare
1
$1.2M premiums
Participants
304
3060 PEACHTREE RD NW STE 600 - ATLANTA, GA 303052240404-365-7600nilesbolton.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 203 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- UNITEDHEALTHCARE INSURANCE COMPANY99%
- EYEMED VISION CARE1%
- TELADOC0%
Broker market share
Schedule A broker compensation
81%top
- THE BENEFIT COMPANY INC81%
- IMA, INC.19%
- NO RECIPIENT LISTED0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN
401k
Assets$41.7M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NILES BOLTON ASSOCIATES HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | 401k | $41.7M | 187 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NILES BOLTON ASSOCIATES HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 203 | 2025 |
Retirement plans
Welfare plans