Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$65K
- Vision$8K
Sponsor portfolioTH
THE PRESERVATION SOCIETY OF NEWPORT COUNTY
EIN 05-0252708museums and institutionsLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.2M premiums
Participants
559
424 BELLEVUE AVENUE - NEWPORT, RI 02840401-847-1000newportmansions.orgLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 140 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- HILB GROUP OF NEW ENGLAND100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN
403b
Assets$17.5M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE PRESERVATION SOCIETY OF NEWPORT COUNTY WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | 403b | $17.5M | 481 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 140 | 2025 |
Retirement plans
Welfare plans