PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. New Leaders, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

New Leaders, Inc.

EIN 04-3519203-education management-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Health & Benefits
1
$1.6M premiums
Participants
305
121 W. 36TH STREET #308 - NEW YORK, NY 10018646-792-1070newleaders.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401(k)-$16.3M - 204 part#501Fully insured-$1.6M - 221 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.6M premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Short-term disability$35K
  • Other$25K
  • Life$23K
  • +1 more
Total $1.6M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NEW LEADERS 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$16.3M
Participants204
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

NEW LEADERS WELFARE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives221
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NEW LEADERS 401(K) PROFIT SHARING PLAN & TRUST401(k)$16.3M2042025
  • NEW LEADERS 401(K) PROFIT SHARING PLAN & TRUST$16.3M
    #001 · 401(k) · 2025204

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501NEW LEADERS WELFARE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M2212025
  • NEW LEADERS WELFARE BENEFIT PLAN$1.6M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025221
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica