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Sponsor portfolio

THE FIRST NATIONAL BANK AND TRUST COMPANY OF NEWTOWN

EIN 23-0916895-banking-Latest filing 2025
Plans
3
Retirement
2
$101.5M assets
Welfare
1
$172K premiums
Participants
480
40 SOUTH STATE STREET - NEWTOWN, PA 189400158215-860-9100LinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401k-$51.1M - 166 part#001TraditionalDB-$50.4M - 139 part#501Mixed-$172K - 209 lives

Retirement portfolio analytics

2 plans aggregated / $101.5M assets / 305 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • NEWTOWN SAVINGS/INCENTIVE PLAN (#002)50%
  • OF NEWTOWN PENSION (#001)50%
Total $101.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEWTOWN SAVINGS/INCENTIVE PLAN (#002)166
  • OF NEWTOWN PENSION (#001)139
Total 305Click row to drill in

Benefits portfolio analytics

1 plan / $172K premiums / 209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$82K
  • Life$80K
  • Short-term disability$80K
  • Long-term disability$80K
  • Other$80K
  • Vision$10K
Total $172K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • AETNA LIFE INSURANCE COMPANY48%
  • METROPOLITAN LIFE INSURANCE COMPANY47%
  • VISION SERVICE PLAN6%
Total $172K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JOHNSON KENDALL AND JOHNSON100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN

401k

Assets$51.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE FIRST NATIONAL BANK AND TRUST COMPANY OF NEWTOWN PENSION PLAN

TraditionalDB

Assets$50.4M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FIRST NATIONAL BANK AND TRUST COMPANY HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$172K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN401k$51.1M1662025
001THE FIRST NATIONAL BANK AND TRUST COMPANY OF NEWTOWN PENSION PLANTraditionalDB$50.4M1392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FIRST NATIONAL BANK AND TRUST COMPANY HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$172K2092025
Retirement plans
Welfare plans
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