PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NEWMARK GROUP, INC.
Sponsor portfolio

NEWMARK GROUP, INC.

EIN 81-4467492-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$284.8M assets
Welfare
1
$5.6M premiums
Participants
7,504
125 PARK AVENUE, FLOOR 12 - NEW YORK, NY 100175690212-372-2000
Plans on this EIN
2 filings
#001401k-$284.8M - 4,379 part#501Mixed-$5.6M - 4,743 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 4,743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.8M
  • Life$4.3M
  • Long-term disability$4.3M
  • Vision$444K
  • Health$366K
  • Prescription drug$366K
  • +1 more
Total $5.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
  • RELIASTAR LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN7%
  • SELECTHEALTH6%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
  • +3 more
Total $5.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HUB INTERNATIONAL MIDWEST LIMITED86%
  • BENE RE LLC8%
  • MORETON & COMPANY5%
  • ACRISURE LLC1%
  • DIGITAL INSURANCE LLC0%
Total $429K5 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$5.6M
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$5.6M4,7432024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica