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Sponsor portfolio

NEEL-SCHAFFER ENGINEERS & PLANNERS, INC.

EIN 64-0875634-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$96.2M assets
Welfare
1
$1.5M premiums
Participants
1,304
4450 OLD CANTON ROAD, SUITE 100 - JACKSON, MS 39211601-351-2779
Plans on this EIN
2 filings
#001401k-$96.2M - 751 part#501Fully Insured-$1.5M - 553 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$884K
  • Stop-loss$601K
  • Short-term disability$555K
  • Dental$537K
  • Vision$537K
  • Life$537K
  • +3 more
Total $1.5M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • BENEFITSMALL-BERKSHIRE40%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
  • BLUE CROSS OF CALIFORNIA23%
  • THE GAURDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • RXBENEFITS, INC.0%
  • +1 more
Total $1.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • EMERSON REID LLC70%
  • ALLIANCE DIGITAL12%
  • LAKESHORE BENEFITS6%
  • COVENANT ADMINISTRATORS LLC6%
  • SURETY MARKETING & CONSULTING5%
  • +3 more
Total $120K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEEL-SCHAFFER ENGINEERS AND PLANNERS, INC. 401(K) PLAN AND TRUST

401k

Assets$96.2M
Participants751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEEL-SCHAFFER, INC. CAFETERIA PLAN AND TRUST

Fully Insured - BENEFITSMALL-BERKSHIRE

Premiums$1.5M
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEEL-SCHAFFER ENGINEERS AND PLANNERS, INC. 401(K) PLAN AND TRUST401k$96.2M7512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEEL-SCHAFFER, INC. CAFETERIA PLAN AND TRUSTFully InsuredBENEFITSMALL-BERKSHIRE$1.5M5532024
Retirement plans
Welfare plans
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