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  2. NEWAGE INDUSTRIES, INC.
Sponsor portfolio

NEWAGE INDUSTRIES, INC.

EIN 23-1475225-plastics-Latest filing 2025
Plans
3
Retirement
2
$320.7M assets
Welfare
1
$2.6M premiums
Participants
949
145 JAMES WAY - SOUTHAMPTON, PA 189663817215-526-2300newageindustries.comLinkedIn201-500 employeesplastics
Plans on this EIN
3 filings
#004ESOP-$295.8M - 379 part#003401k-$24.9M - 304 part#501Fully Insured-$2.6M - 262 lives

Retirement portfolio analytics

2 plans aggregated / $320.7M assets / 683 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • EMPLOYEE STOCK OWNERSHIP (#004)92%
  • INDUSTRIES, INC. 401(K) (#003)8%
Total $320.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)379
  • INDUSTRIES, INC. 401(K) (#003)304
Total 683Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$119K
  • Other$105K
  • Long-term disability$98K
  • Life$48K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • EYEMED VISION CARE1%
  • RELIASTAR LIFE INSURANCE COMPANY1%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $157K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

NEWAGE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$295.8M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NEWAGE INDUSTRIES, INC. 401(K) PLAN

401k

Assets$24.9M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWAGE INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$2.6M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004NEWAGE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$295.8M3792024
003NEWAGE INDUSTRIES, INC. 401(K) PLAN401k$24.9M3042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWAGE INDUSTRIES, INC. HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$2.6M2622025
Retirement plans
Welfare plans
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