Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$917K
- Prescription drug$917K
- Other$100K
- Dental$98K
- Vision$98K
- Life$98K
- +2 more
Sponsor portfolioTH
A NEW LEAF, INC.
EIN 73-1042760Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$1.0M premiums
Participants
348
8535 NORTH MEMORIAL DRIVE - OWASSO, OK 74055918-775-6200
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 283 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- COMMUNITY CARE90%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
78%top
- HUB INTERNATIONAL MIDWEST LIMITED78%
- BENEFIT PLAN STRATEGIES22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
A NEW LEAF 403(B) PLAN
403b
Assets$2.0M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
A NEW LEAF, INC. WELFARE BENEFIT PLAN
Fully Insured - COMMUNITY CARE
Premiums$1.0M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | A NEW LEAF 403(B) PLAN | 403b | $2.0M | 230 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | A NEW LEAF, INC. WELFARE BENEFIT PLAN | Fully Insured | COMMUNITY CARE | $1.0M | 283 | 2025 |
Retirement plans
Welfare plans