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Sponsor portfolio

NEWPORT INDUSTRIES, INC.

EIN 27-1481214-construction-Latest filing 2025
Plans
3
Retirement
2
$91.5M assets
Welfare
1
$3.0M premiums
Participants
484
5200 NEWPORT DR - ROLLING MEADOWS, IL 60008847-295-0720newportind.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001ESOP-$68.1M - 150 part#004401k-$23.5M - 159 part#501Fully Insured-$3.0M - 345 lives

Retirement portfolio analytics

2 plans aggregated / $91.5M assets / 309 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • EMPLOYEE STOCK OWNERSHIP (#001)74%
  • INDUSTRIES, INC. 401(K) (#004)26%
Total $91.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • (Not disclosed)74%
  • NEWPORT GROUP, INC.26%
Total $91.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDUSTRIES, INC. 401(K) (#004)159
  • EMPLOYEE STOCK OWNERSHIP (#001)150
Total 309Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$181K
  • Vision$181K
  • Life$181K
  • Short-term disability$181K
  • Long-term disability$181K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • DIGITAL INSURANCE LLC94%
  • CENTRO BENEFITS RESEARCH LLC6%
Total $150K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEWPORT INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$68.1M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

NEWPORT INDUSTRIES, INC. 401(K) PLAN

401k

Assets$23.5M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWPORT INDUSTRIES, INC. WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.0M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEWPORT INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$68.1M1502024
004NEWPORT INDUSTRIES, INC. 401(K) PLAN401k$23.5M1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWPORT INDUSTRIES, INC. WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.0M3452025
Retirement plans
Welfare plans
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