Filings through .
NB Wealth, LLC
EIN 87-4476580Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$569K assets
Health & Benefits
1
Participants
11
1802 UNION STREET - ST. JOSEPH, MO 64501816-648-6700
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NB WEALTH, LLC 401(K) PLAN
401(k)
Assets$569K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NB WEALTH LLC MCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NB WEALTH, LLC 401(K) PLAN | 401(k) | $569K | 6 | 2025 |
- #001 · 401(k) · 20256
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NB WEALTH LLC MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans