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Sponsor portfolio

NEW ENERGY WORKS OF ROCHESTER, INC.

EIN 16-1212128-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$16.5M assets
Welfare
1
$1.2M premiums
Participants
489
1180 COMMERCIAL DRIVE - FARMINGTON, NY 14425585-924-3860
Plans on this EIN
3 filings
#001401k-$12.9M - 232 part#002ESOP-$3.5M - 141 part#502Fully Insured-$1.2M - 148 lives

Retirement portfolio analytics

2 plans aggregated / $16.5M assets / 373 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • EMPLOYEE STOCK OWNERSHIP (#002)22%
Total $16.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)232
  • EMPLOYEE STOCK OWNERSHIP (#002)141
Total 373Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$100K
  • Short-term disability$22K
  • Other$19K
  • Vision$17K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • COMPANION LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • SIMCO CAPITAL LTD75%
  • BROWN & BROWN INSURANCE SERVICES14%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
Total $61K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEW ENERGY WORKS OF ROCHESTER, INC. 401 (K) PROFIT SHARING PLAN

401k

Assets$12.9M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEW ENERGY WORKS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.5M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NEW ENERGY WORKS WELFARE BENEFIT PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.2M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEW ENERGY WORKS OF ROCHESTER, INC. 401 (K) PROFIT SHARING PLAN401k$12.9M2322024
002NEW ENERGY WORKS EMPLOYEE STOCK OWNERSHIP PLANESOP$3.5M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NEW ENERGY WORKS WELFARE BENEFIT PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.2M1482024
Retirement plans
Welfare plans
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