PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Isidore Newman School
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Isidore Newman School

EIN 72-0408935-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$49.9M assets
Health & Benefits
1
$2.1M premiums
Participants
762
1903 JEFFERSON AVENUE - NEW ORLEANS, LA 701155616504-899-5641newmanschool.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filings
#002401(k)-$37.3M - 389 part#003403(b)-$12.6M - 131 part#501Fully insured-$2.1M - 360 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $49.9M assets / 520 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#002)$37.3M
  • SCHOOL RETIREMENT PLAN (#003)$12.6M
Total $49.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)389
  • SCHOOL RETIREMENT PLAN (#003)131
Total 520Select a row to open it

Benefits portfolio analytics

1 plan / $2.1M premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Vision$1.9M
  • Prescription drug$1.9M
  • Other$63K
  • Life$60K
  • +1 more
Total $2.1M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ISIDORE NEWMAN SCHOOL 401(K) RETIREMENT PLAN

401(k)

Assets$37.3M
Participants389
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

ISIDORE NEWMAN SCHOOL RETIREMENT PLAN

403(b)

Assets$12.6M
Participants131
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ISIDORE NEWMAN SCHOOL WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$2.1M
Covered lives360
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ISIDORE NEWMAN SCHOOL 401(K) RETIREMENT PLAN401(k)$37.3M3892025
#003ISIDORE NEWMAN SCHOOL RETIREMENT PLAN403(b)$12.6M1312025
  • ISIDORE NEWMAN SCHOOL 401(K) RETIREMENT PLAN$37.3M
    #002 · 401(k) · 2025389
  • ISIDORE NEWMAN SCHOOL RETIREMENT PLAN$12.6M
    #003 · 403(b) · 2025131

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ISIDORE NEWMAN SCHOOL WELFARE BENEFIT PLANFully insuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$2.1M3602025
  • ISIDORE NEWMAN SCHOOL WELFARE BENEFIT PLAN$2.1M
    #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF LOUISIANA · 2025360
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica