Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$113K
- Long-term disability$113K
- Other$113K
Sponsor portfolio
NEWSBANK, INC.
EIN 06-1084869Latest filing 2025
Plans
2
Retirement
1
$59.1M assets
Welfare
1
$113K premiums
Participants
725
5801 PELICAN BAY BOULEVARD, SUITE 600 - NAPLES, FL 34108239-263-6004
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $113K premiums / 297 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SYMETRA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- THE RICHARDS GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEWSBANK RETIREMENT SAVINGS PLAN
401k
Assets$59.1M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEWSBANK, INC. EMPLOYEE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$113K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEWSBANK RETIREMENT SAVINGS PLAN | 401k | $59.1M | 424 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEWSBANK, INC. EMPLOYEE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $113K | 297 | 2025 |
Retirement plans
Welfare plans