PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NEWTOWN SAVINGS BANK
Sponsor portfolioTH

NEWTOWN SAVINGS BANK

EIN 06-0472240-financial services-Latest filing 2025
Plans
3
Retirement
2
$48.0M assets
Welfare
1
$2.2M premiums
Participants
760
P.O. BOX 497, 39 MAIN STREET - NEWTOWN, CT 06470203-426-4440nsbonline.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$37.2M - 378 part#001TraditionalDB-$10.9M - 144 part#504Mixed-$2.2M - 256 lives

Retirement portfolio analytics

2 plans aggregated / $48.0M assets / 522 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEES' 401(K) Savings (#002)77%
  • DEFINED BENEFIT PENSION (#001)23%
Total $48.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • USI CONSULTING GROUP77%
  • (Not disclosed)23%
Total $48.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' 401(K) Savings (#002)378
  • DEFINED BENEFIT PENSION (#001)144
Total 522Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Other$163K
  • Life$123K
  • Long-term disability$123K
  • Dental$40K
  • Vision$18K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • AFLAC2%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • LOCKTON COMPANIES, LLC83%
  • MJ INSURANCE17%
Total $24K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEWTOWN SAVINGS BANK EMPLOYEES' 401(K) SAVINGS PLAN

401k

Assets$37.2M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEWTOWN SAVINGS BANK DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$10.9M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

NEWTOWN SAVINGS BANK WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEWTOWN SAVINGS BANK EMPLOYEES' 401(K) SAVINGS PLAN401k$37.2M3782025
001NEWTOWN SAVINGS BANK DEFINED BENEFIT PENSION PLANTraditionalDB$10.9M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504NEWTOWN SAVINGS BANK WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.2M2562025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica