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  2. THE NEW IEM, LLC
Sponsor portfolio

THE NEW IEM, LLC

EIN 65-1212631-Latest filing 2025
Plans
2
Retirement
1
$43.4M assets
Welfare
1
$8.4M premiums
Participants
3,684
48205 WARM SPRINGS BOULEVARD - FREMONT, CA 94539510-656-1600
Plans on this EIN
2 filings
#001401k-$43.4M - 1,716 part#501Fully Insured-$8.4M - 3,231 lives

Benefits portfolio analytics

1 plan / $8.4M premiums / 3,231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Prescription drug$6.1M
  • Dental$1.1M
  • Life$962K
  • Short-term disability$962K
  • Long-term disability$962K
  • +2 more
Total $8.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY30%
  • DELTA DENTAL OF CALIFORNIA13%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • VISION SERVICE PLAN3%
Total $8.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • HEFFERNAN INSURANCE BROKERS75%
  • HUB INTERNATIONAL MIDWEST LIMITED25%
Total $92K2 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

IEM 401(K) PLAN

401k

Assets$43.4M
Participants1,716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE NEW IEM EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$8.4M
Covered lives3,231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IEM 401(K) PLAN401k$43.4M1,7162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE NEW IEM EMPLOYEE WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$8.4M3,2312025
Retirement plans
Welfare plans
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