Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $140.9M assets / 495 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $255K premiums / 246 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Mixed - GUARDIAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NEWBURY CORPORATION PENSION PLAN | Traditional DB | $77.8M | 269 | 2025 |
| #002 | NEWBURY CORPORATION PROFIT INCENTIVE AND EMPLOYEES' SAVINGS PLAN | 401(k) | $63.1M | 226 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | NEWBURY CORPORATION WELFARE BENEFIT PLAN | Mixed | GUARDIAN | $255K | 246 | 2025 |