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  2. NEWMARK GROUP, INC.
Sponsor portfolio

NEWMARK GROUP, INC.

EIN 81-4467492-Latest filing 2025
Plans
2
Retirement
1
$284.8M assets
Welfare
1
$6.1M premiums
Participants
7,627
125 PARK AVENUE - NEW YORK, NY 10017855-696-4534
Plans on this EIN
2 filings
#001401k-$284.8M - 4,379 part#501Mixed-$6.1M - 4,743 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 4,743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Life$3.0M
  • Long-term disability$3.0M
  • Health$1.9M
  • Prescription drug$1.9M
  • Vision$671K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • UNITEDHEALTHCARE INSURANCE COMPANY26%
  • VISION SERVICE PLAN10%
  • RELIASTAR LIFE INSURANCE COMPANY8%
  • SELECTHEALTH5%
  • +3 more
Total $6.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • HUB INTERNATIONAL MIDWEST LIMITED48%
  • MORETON & COMPANY45%
  • BENE RE LLC5%
  • ACRISURE LLC1%
Total $695K4 slices

Plan deep-dives

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

NEWMARK 401(K) PLAN

401k

Assets$284.8M
Participants4,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWMARK GROUP, INC. HEALTH & WELFARE PLAN

Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$6.1M
Covered lives4,743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEWMARK 401(K) PLAN401k$284.8M4,3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWMARK GROUP, INC. HEALTH & WELFARE PLANMixedLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$6.1M4,7432025
Retirement plans
Welfare plans
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