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  2. NEWAGE INDUSTRIES, INC.
Sponsor portfolio

NEWAGE INDUSTRIES, INC.

EIN 23-1475225-plastics-Latest filing 2024
Plans
3
Retirement
2
$318.5M assets
Welfare
1
$2.7M premiums
Participants
921
145 JAMES WAY - SOUTHAMPTON, PA 189663817215-526-2192newageindustries.comLinkedIn201-500 employeesplastics
Plans on this EIN
3 filings
#004ESOP-$295.8M - 379 part#003401k-$22.7M - 296 part#501Fully Insured-$2.7M - 420 lives

Retirement portfolio analytics

2 plans aggregated / $318.5M assets / 675 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • EMPLOYEE STOCK OWNERSHIP (#004)93%
  • INDUSTRIES, INC. 401(K) (#003)7%
Total $318.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)379
  • INDUSTRIES, INC. 401(K) (#003)296
Total 675Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 420 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$1.9M
  • Dental$116K
  • Other$100K
  • Long-term disability$94K
  • Life$49K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • UNITEDHEALTHCARE INSURANCE COMPANY17%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA4%
  • EYEMED VISION CARE1%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $191K1 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$22.7M
Participants296
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$2.7M
Covered lives420
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$22.7M2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWAGE INDUSTRIES, INC. HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$2.7M4202024
Retirement plans
Welfare plans
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