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Sponsor portfolioTH

BAKER NEWMAN & NOYES, LLC

EIN 01-0494526-accounting-Latest filing 2025
Plans
2
Retirement
1
$124.7M assets
Welfare
1
$3.2M premiums
Participants
761
280 FORE ST. - PORTLAND, ME 04101207-879-2100bnncpa.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401k-$124.7M - 464 part#506Fully Insured-$3.2M - 443 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 443 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Other$1.8M
  • Dental$276K
  • Long-term disability$68K
  • Short-term disability$53K
  • Life$51K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HARVARD PILGRIM HEALTH CARE85%
  • DELTA DENTAL OF CALIFORNIA9%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • CROSS BENEFIT SOLUTIONS44%
  • ALLIANT INSURANCE SERVICES, INC.43%
  • CROSS INSURANCE10%
  • JAMES R NELLIGAN & ASSOCIATES LLC3%
  • COMBINED SERVICES LLC0%
Total $99K5 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

BAKER NEWMAN & NOYES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$124.7M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

BAKER NEWMAN & NOYES LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$3.2M
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAKER NEWMAN & NOYES, LLC 401(K) PROFIT SHARING PLAN401k$124.7M4642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506BAKER NEWMAN & NOYES LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTH CARE$3.2M4432025
Retirement plans
Welfare plans
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