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Sponsor portfolio

NEW CHAPTER INC.

EIN 03-0301418-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$318K premiums
Participants
450
90 TECHNOLOGY DRIVE, 4TH FLOOR - BRATTLEBORO, VT 05301802-490-7348newchapter.comLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$19.5M - 282 part#503Mixed-$318K - 475 lives

Benefits portfolio analytics

1 plan / $318K premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$288K
  • Life$268K
  • Short-term disability$268K
  • Long-term disability$268K
  • Vision$31K
Total $318K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • SYMETRA LIFE INSURANCE COMPANY84%
  • VISION SERVICE PLAN10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
Total $318K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE RICHARDS GROUP100%
Total $25K1 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

NEW CHAPTER, INC. 401(K) PLAN

401k

Assets$19.5M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

NEW CHAPTER INC.'S HEALTH & WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$318K
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW CHAPTER, INC. 401(K) PLAN401k$19.5M2822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503NEW CHAPTER INC.'S HEALTH & WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$318K4752025
Retirement plans
Welfare plans
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