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Sponsor portfolio

NEO4J, INC.

EIN 99-0368091-computer software-Latest filing 2024
Plans
2
Retirement
1
$27.1M assets
Welfare
1
$7.8M premiums
Participants
661
400 CONCAR DRIVE - SAN MATEO, CA 94402855-636-4532neo4j.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$27.1M - 371 part#501Fully Insured-$7.8M - 733 lives

Benefits portfolio analytics

1 plan / $7.8M premiums / 733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.7M
  • Prescription drug$6.7M
  • Other$644K
  • Vision$606K
  • Life$606K
  • Short-term disability$606K
  • +2 more
Total $7.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CALIFORNIA PHYSICIANS SERVICE83%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • DELTA DENTAL OF CALIFORNIA5%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
  • +1 more
Total $7.8M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $443K1 slice

Plan deep-dives

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

NEO4J, INC. 401(K) PLAN

401k

Assets$27.1M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEO4J, INC. HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$7.8M
Covered lives733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEO4J, INC. 401(K) PLAN401k$27.1M3712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEO4J, INC. HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$7.8M7332024
Retirement plans
Welfare plans
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