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  2. NEWPORT HARBOR CORPORATION
Sponsor portfolioTH

NEWPORT HARBOR CORPORATION

EIN 05-0191225-hospitality-Latest filing 2024
Plans
3
Retirement
2
$83.6M assets
Welfare
1
$3.1M premiums
Participants
3,101
300 METRO CENTER BLVD. SUITE 100 - WARWICK, RI 02886401-889-5100newportharbor.comLinkedIn501-1000 employeeshospitality
Plans on this EIN
3 filings
#003ESOP-$71.2M - 1,474 part#002401k-$12.3M - 1,272 part#501Fully Insured-$3.1M - 515 lives

Retirement portfolio analytics

2 plans aggregated / $83.6M assets / 2,746 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYEE STOCK OWNERSHIP (#003)85%
  • EMPLOYEES RETIREMENT Savings (#002)15%
Total $83.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)1,474
  • EMPLOYEES RETIREMENT Savings (#002)1,272
Total 2,746Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 515 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$212K
  • Other$112K
  • Life$105K
  • Short-term disability$105K
  • Long-term disability$105K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • DELTA DENTAL OF CALIFORNIA7%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN1%
  • ARAG INSURANCE COMPANY0%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • STARKWEATHER & SHEPLEY, INC.86%
  • HILB GROUP OF NEW ENGLAND8%
  • AMWINS4%
  • NEWPORT INSURANCE AGENCY2%
Total $125K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NEWPORT HARBOR CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$71.2M
Participants1,474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEWPORT HARBOR CORPORATION EMPLOYEES RETIREMENT SAVINGS PLAN

401k

Assets$12.3M
Participants1,272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWPORT HARBOR CORPORATION EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NEWPORT HARBOR CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$71.2M1,4742024
002NEWPORT HARBOR CORPORATION EMPLOYEES RETIREMENT SAVINGS PLAN401k$12.3M1,2722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWPORT HARBOR CORPORATION EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.1M5152024
Retirement plans
Welfare plans
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