Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$64K
- Other$60K
- Short-term disability$41K
- Vision$17K
- Life$11K
Sponsor portfolio
NEAT & WILSON, INC.
EIN 61-1164104package/freight deliveryLatest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$2.2M premiums
Participants
424
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- ANTHEM LIFE INSURANCE COMPANY92%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
93%top
- FOUNDATION RISK PARTNERS CORP93%
- CENTRO BENEFITS RESEARCH LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEAT COMPANIES 401(K) PLAN
401k
Assets$9.4M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NEAT & WILSON, INC. HEALTH & WELFARE PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$2.2M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEAT COMPANIES 401(K) PLAN | 401k | $9.4M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NEAT & WILSON, INC. HEALTH & WELFARE PLAN | Mixed | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $2.2M | 312 | 2025 |
Retirement plans
Welfare plans