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Sponsor portfolioTH

ISIDORE NEWMAN SCHOOL

EIN 72-0408935-primary/secondary education-Latest filing 2024
Plans
3
Retirement
2
$44.4M assets
Welfare
1
$1.9M premiums
Participants
770
1903 JEFFERSON AVENUE - NEW ORLEANS, LA 701155616504-899-5641newmanschool.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filings
#002401k-$33.2M - 411 part#003403b-$11.2M - 127 part#501Fully Insured-$1.9M - 358 lives

Retirement portfolio analytics

2 plans aggregated / $44.4M assets / 538 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • 401(K) RETIREMENT PLAN (#002)75%
  • SCHOOL RETIREMENT PLAN (#003)25%
Total $44.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)411
  • SCHOOL RETIREMENT PLAN (#003)127
Total 538Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Life$58K
  • Long-term disability$58K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HUB INTERNATIONAL MIDWEST LIMITED91%
  • OPTIBEN LLC4%
  • SOUTHERN NATL MKTG COMPANY2%
  • SOUTHERN NATIONAL LIFE INSURANCE CO2%
  • TOTALIS BENEFITS1%
Total $132K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ISIDORE NEWMAN SCHOOL 401(K) RETIREMENT PLAN

401k

Assets$33.2M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ISIDORE NEWMAN SCHOOL RETIREMENT PLAN

403b

Assets$11.2M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISIDORE NEWMAN SCHOOL WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$1.9M
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ISIDORE NEWMAN SCHOOL 401(K) RETIREMENT PLAN401k$33.2M4112024
003ISIDORE NEWMAN SCHOOL RETIREMENT PLAN403b$11.2M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISIDORE NEWMAN SCHOOL WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$1.9M3582024
Retirement plans
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