Carrier market share
Premium dollars by Schedule A carrier
0%top
- THE STANDARD0%
Sponsor portfolio
NEWBURY MANAGEMENT COMPANY
EIN 42-1350076Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
Participants
330
3408 WOODLAND AVE STE 504 - WEST DES MOINES, IA 502666505515-698-9718
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $0 premiums / 174 covered livesBundled
Broker market share
Schedule A broker compensation
92%top
- HOLMES MURPHY & ASSOCIATES92%
- AVANT SPECIALTY BENEFITS LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEWBURY MANAGEMENT COMPANY 401(K) PLAN
401k
Assets$5.4M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEWBURY MANAGEMENT COMPANY
Mixed - THE STANDARD
Premiums$0
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEWBURY MANAGEMENT COMPANY 401(K) PLAN | 401k | $5.4M | 156 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEWBURY MANAGEMENT COMPANY | Mixed | THE STANDARD | $0 | 174 | 2025 |
Retirement plans
Welfare plans