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Sponsor portfolio

PORZIO, BROMBERG & NEWMAN, P.C.

EIN 22-2005150-legal services-Latest filing 2025
Plans
3
Retirement
1
$130.4M assets
Welfare
2
$1.4M premiums
Participants
853
100 SOUTHGATE PARKWAY - MORRISTOWN, NJ 079621997pbnlaw.comLinkedIn201-500 employeeslegal services
Plans on this EIN
3 filings
#001401k-$130.4M - 325 part#501Fully Insured-$1.4M - 305 lives#503Fully Insured-$59K - 223 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 528 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$177K
  • Life$131K
  • Other$29K
  • Long-term disability$22K
  • Vision$16K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY73%
  • DELTA DENTAL OF CALIFORNIA13%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • +3 more
Total $1.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • EDGEWOOD PARTNERS INSURANCE CENTER0%
  • RPS BENEFITS INC0%
Total $140K3 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

PORZIO, BROMBERG & NEWMAN, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$130.4M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORZIO BROMBERG & NEWMAN PC HEALTH & LIFE INSURANCE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$59K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORZIO, BROMBERG & NEWMAN, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN401k$130.4M3252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORZIO BROMBERG & NEWMAN PC HEALTH & LIFE INSURANCE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.4M3052025
503PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENTFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$59K2232025
Retirement plans
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