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Sponsor portfolio

NEWCOURTLAND ELDER SERVICES

EIN 23-2734102-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$13.3M assets
Welfare
1
$279K premiums
Participants
807
1845 WALNUT STREET, 12TH FLOOR - PHILADELPHIA, PA 19103215-965-2373LinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$13.3M - 458 part#001ProfitSharing-$15K - 4 part#501Mixed-$279K - 345 lives

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 462 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • ELDER SERVICES 403(B) (#002)100%
  • NONELECTIVE CONTRIBUTION PLAN (#001)0%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELDER SERVICES 403(B) (#002)458
  • NONELECTIVE CONTRIBUTION PLAN (#001)4
Total 462Click row to drill in

Benefits portfolio analytics

1 plan / $279K premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$257K
  • Life$252K
  • Short-term disability$252K
  • Long-term disability$116K
  • Vision$22K
Total $279K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • HARTFORD LIFE AND ACCIDENT42%
  • EYEMED VISION CARE8%
  • MAIN LINE HEALTH2%
Total $279K4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • ACRISURE LLC61%
  • GROUP BENEFITS LIMITED30%
  • SOTERIA PARTNERS LLC4%
  • WORKSITE WHEELHOUSE2%
  • NATIONAL ENROLLMENT PARTNERS LLC2%
  • +3 more
Total $49K8 slices

Plan deep-dives

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

NEWCOURTLAND ELDER SERVICES 403(B) PLAN

403b

Assets$13.3M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEWCOURTLAND ELDER SERVICES EMPLOYER NONELECTIVE CONTRIBUTION PLAN

ProfitSharing

Assets$15K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW COURTLAND ELDER SERVICES HEALTH AND WELFARE PLAN

Mixed - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$279K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEWCOURTLAND ELDER SERVICES 403(B) PLAN403b$13.3M4582024
001NEWCOURTLAND ELDER SERVICES EMPLOYER NONELECTIVE CONTRIBUTION PLANProfitSharing$15K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW COURTLAND ELDER SERVICES HEALTH AND WELFARE PLANMixedCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$279K3452025
Retirement plans
Welfare plans
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