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Sponsor portfolio

NEW ERA LIFE INSURANCE COMPANY

EIN 74-2552025-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$506K premiums
Participants
656
11720 KATY FWY STE 1700 - HOUSTON, TX 770796578281-368-7281
Plans on this EIN
2 filings
#001401k-$26.5M - 404 part#501Mixed-$506K - 252 lives

Benefits portfolio analytics

1 plan / $506K premiums / 252 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY100%
Total $506K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$26.5M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUST

Mixed - PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY

Premiums$506K
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST401k$26.5M4042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW ERA EMPLOYEE WELFARE BENEFIT PLAN TRUSTMixedPHILADELPHIA AMERICAN LIFE INSURANCE COMPANY$506K2522024
Retirement plans
Welfare plans
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