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  2. The First National Bank & Trust Company of Newtown
  • Retirement analytics
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Filings through Oct 24, 2026.

The First National Bank & Trust Company of Newtown

EIN 23-0916895-banking-Latest filing 2025
Plans
3
Retirement
2
$101.5M assets
Health & Benefits
1
$172K premiums
Participants
480
40 SOUTH STATE STREET - NEWTOWN, PA 18940215-860-9100LinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$51.1M - 166 part#001Traditional DB-$50.4M - 139 part#501Mixed-$172K - 209 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $101.5M assets / 305 participants

Assets by plan

Share of aggregate retirement assets

  • NEWTOWN SAVINGS/INCENTIVE PLAN (#002)$51.1M
  • OF NEWTOWN PENSION (#001)$50.4M
Total $101.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • NEWTOWN SAVINGS/INCENTIVE PLAN (#002)166
  • OF NEWTOWN PENSION (#001)139
Total 305Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN

401(k)

Assets$51.1M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE FIRST NATIONAL BANK AND TRUST COMPANY OF NEWTOWN PENSION PLAN

Traditional DB

Assets$50.4M
Participants139
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE FIRST NATIONAL BANK AND TRUST COMPANY HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$172K
Covered lives209
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN401(k)$51.1M1662025
#001THE FIRST NATIONAL BANK AND TRUST COMPANY OF NEWTOWN PENSION PLANTraditional DB$50.4M1392025
  • FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN$51.1M
    #002 · 401(k) · 2025166
  • THE FIRST NATIONAL BANK AND TRUST COMPANY OF NEWTOWN PENSION PLAN$50.4M
    #001 · Traditional DB · 2025139

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE FIRST NATIONAL BANK AND TRUST COMPANY HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$172K2092025
  • THE FIRST NATIONAL BANK AND TRUST COMPANY HEALTH AND WELFARE PLAN$172K
    #501 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025209
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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