Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$988K
- Prescription drug$988K
- Life$131K
- Dental$113K
- Vision$113K
- Long-term disability$113K
- +2 more
Sponsor portfolio
NEWMEYER & DILLION, LLP
EIN 33-0051418legal servicesLatest filing 2024
Plans
2
Retirement
1
$43.5M assets
Welfare
1
$1.1M premiums
Participants
243
895 DOVE STREET, SECOND FLOOR - NEWPORT BEACH, CA 92660949-854-7000newmeyerdillion.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 95 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- ANTHEM LIFE INSURANCE COMPANY82%
- PRINCIPAL LIFE INSURANCE COMPANY10%
- KAISER FOUNDATION HEALTH PLAN INC6%
- AFLAC2%
Broker market share
Schedule A broker compensation
71%top
- TAX & FINANCIAL GROUP BENEFITS71%
- AMWINS27%
- VARIOUS - SEE ATTACHED2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN
401k
Assets$43.5M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NEWMEYER & DILLION, LLP HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$1.1M
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | 401k | $43.5M | 147 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NEWMEYER & DILLION, LLP HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS | $1.1M | 95 | 2024 |
Retirement plans
Welfare plans