Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Life$83K
- Short-term disability$83K
- +2 more
Sponsor portfolio
NEWDAY USA
EIN 22-3887207financial servicesLatest filing 2025
Plans
2
Retirement
1
$26.6M assets
Welfare
1
$1.7M premiums
Participants
859
360 S ROSEMARY AVE STE 1900 - WEST PALM BEACH, FL 334016058877-423-1400newdayfinancialadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 364 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
48%top
- RICHARD S. BERNSTEIN & ASSOCIATES48%
- HIGGINBOTHAM INS AGENCY INC40%
- DAVID ADAMS12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
NEWDAY USA RETIREMENT PLAN
401k
Assets$26.6M
Participants541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEWDAY FINANCIAL, LLC WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NEWDAY USA RETIREMENT PLAN | 401k | $26.6M | 541 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEWDAY FINANCIAL, LLC WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 364 | 2025 |
Retirement plans
Welfare plans