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  2. NEW HOPE COMMUNITY, INC.
Sponsor portfolioTH

NEW HOPE COMMUNITY, INC.

EIN 22-2871755-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$16.3M assets
Welfare
1
$5.4M premiums
Participants
1,446
PO BOX 289 - LOCH SCHELDRAKE, NY 12759845-434-8300newhopecommunity.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filings
#002ProfitSharing-$15.2M - 640 part#001401k-$1.1M - 180 part#520Fully Insured-$5.4M - 572 lives

Retirement portfolio analytics

2 plans aggregated / $16.3M assets / 820 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • INC. RETIREMENT PLAN (#002)93%
  • PLAN AND TRUST (#001)7%
Total $16.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)640
  • PLAN AND TRUST (#001)180
Total 820Click row to drill in

Benefits portfolio analytics

1 plan / $5.4M premiums / 572 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$5.1M
  • Vision$5.1M
  • Prescription drug$5.1M
  • Other$184K
  • Life$76K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • AFLAC2%
  • HARTFORD LIFE AND ACCIDENT1%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $5.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • MJ INSURANCE70%
  • ASSUREDPARTNERS24%
  • KIMBERLY ANNE CUNNINGHAM3%
  • ENROLLMENT SOLUTIONS LTD1%
  • ELLEN LOUIS0%
  • +3 more
Total $26K8 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

NEW HOPE COMMUNITY, INC. RETIREMENT PLAN

ProfitSharing

Assets$15.2M
Participants640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEW HOPE COMMUNITY INC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.1M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

NEW HOPE COMMUNITY, INC. WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.4M
Covered lives572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEW HOPE COMMUNITY, INC. RETIREMENT PLANProfitSharing$15.2M6402024
001NEW HOPE COMMUNITY INC 401(K) PROFIT SHARING PLAN AND TRUST401k$1.1M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520NEW HOPE COMMUNITY, INC. WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.4M5722025
Retirement plans
Welfare plans
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