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  2. The Preservation Society of Newport County
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Filings through Oct 24, 2026.

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The Preservation Society of Newport County

EIN 05-0252708-museums and institutions-Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Health & Benefits
1
$1.2M premiums
Participants
559
424 BELLEVUE AVENUE - NEWPORT, RI 02840401-847-1000newportmansions.orgLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
2 filings
#002403(b)-$17.5M - 481 part#502Fully insured-$1.2M - 140 lives

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

Benefits portfolio analytics

1 plan / $1.2M premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$65K
  • Vision$8K
Total $1.2M3 rows
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Plan summaries

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

Retirement#002

THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN

403(b)

Assets$17.5M
Participants481
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

THE PRESERVATION SOCIETY OF NEWPORT COUNTY WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives140
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN403(b)$17.5M4812025
  • THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN$17.5M
    #002 · 403(b) · 2025481

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502THE PRESERVATION SOCIETY OF NEWPORT COUNTY WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1402025
  • THE PRESERVATION SOCIETY OF NEWPORT COUNTY WELFARE PLAN$1.2M
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025140
Retirement plans
Health & Benefits plans

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