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Sponsor portfolioTH

NEWBURY CORPORATION

EIN 04-2426613-Latest filing 2025
Plans
3
Retirement
2
$131.9M assets
Welfare
1
$255K premiums
Participants
638
222 AMES STREET - DEDHAM, MA 02026800-688-1825
Plans on this EIN
3 filings
#001TraditionalDB-$74.6M - 255 part#002401k-$57.3M - 219 part#502Mixed-$255K - 246 lives

Retirement portfolio analytics

2 plans aggregated / $131.9M assets / 474 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • NEWBURY CORPORATION PENSION (#001)57%
  • AND EMPLOYEES' Savings (#002)43%
Total $131.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • (Not disclosed)57%
  • CHARLES SCHWAB & CO., INC.43%
Total $131.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEWBURY CORPORATION PENSION (#001)255
  • AND EMPLOYEES' Savings (#002)219
Total 474Click row to drill in

Benefits portfolio analytics

1 plan / $255K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$138K
  • Life$131K
  • Long-term disability$131K
  • Dental$107K
  • Vision$9K
Total $255K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA51%
  • DELTA DENTAL OF CALIFORNIA42%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • COMPSYCH1%
Total $255K5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • GALLAGHER BENEFIT SERVICES, INC.3%
Total $10K2 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

NEWBURY CORPORATION PENSION PLAN

TraditionalDB

Assets$74.6M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEWBURY CORPORATION PROFIT INCENTIVE AND EMPLOYEES' SAVINGS PLAN

401k

Assets$57.3M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NEWBURY CORPORATION WELFARE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$255K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEWBURY CORPORATION PENSION PLANTraditionalDB$74.6M2552024
002NEWBURY CORPORATION PROFIT INCENTIVE AND EMPLOYEES' SAVINGS PLAN401k$57.3M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NEWBURY CORPORATION WELFARE BENEFIT PLANMixedGUARDIAN$255K2462025
Retirement plans
Welfare plans
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