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Sponsor portfolioTH

NEWELL COACH CORPORATION

EIN 73-1080966-automotive-Latest filing 2024
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$129K premiums
Participants
409
3900 NORTH MAIN STREET - MIAMI, OK 74354918-542-3344newellcoach.comLinkedIn11-50 employeesautomotive
Plans on this EIN
2 filings
#002401k-$21.1M - 228 part#501Mixed-$129K - 195 lives

Benefits portfolio analytics

1 plan / $129K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$91K
  • Life$75K
  • Long-term disability$37K
Total $129K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY87%
  • AFLAC13%
Total $129K2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • DANNY WILLIAM CROSS84%
  • CPI INSURANCE SERVICES9%
  • APRIL MARIE HUDGENS2%
  • M JOANNE BLEVINS1%
  • DEREK J COMAGES1%
  • +3 more
Total $24K8 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

NEWELL COACH CORPORATION EE'S SAVINGS & PSP

401k

Assets$21.1M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWELL COACH CORPORATION GROUP BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$129K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NEWELL COACH CORPORATION EE'S SAVINGS & PSP401k$21.1M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWELL COACH CORPORATION GROUP BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$129K1952024
Retirement plans
Welfare plans
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