Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.6M
- Dental$722K
- Vision$443K
- Life$443K
- Short-term disability$443K
- Long-term disability$443K
- +1 more
Sponsor portfolio
NEWTEKONE
EIN 46-3755188Latest filing 2025
Plans
2
Retirement
1
$41.6M assets
Welfare
1
$8.3M premiums
Participants
1,346
4800 T REX AVENUE, SUITE 120 - BOCA RATON, FL 33496212-356-9500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.3M premiums / 564 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
59%top
- NEWTEK INSURANCE AGENCY LLC59%
- GALLAGHER BENEFIT SERVICES, INC.24%
- DONALD C SAVOY INC16%
- SAVOY ASSOCIATES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEWTEKONE, INC. 401K PLAN
401k
Assets$41.6M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NEWTEKONE WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$8.3M
Covered lives564
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEWTEKONE, INC. 401K PLAN | 401k | $41.6M | 776 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NEWTEKONE WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8.3M | 564 | 2025 |
Retirement plans
Welfare plans