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Sponsor portfolioTH

A NEW LEAF INC

EIN 86-0256667-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$1.7M premiums
Participants
1,011
868 EAST UNIVERSITY - MESA, AZ 85203480-969-4024turnanewleaf.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$13.5M - 554 part#501Fully Insured-$1.7M - 457 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 457 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Other$209K
  • Life$151K
  • Short-term disability$151K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • CURALINC HEALTHCARE0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • MARSH & MCLENNAN AGENCY LLC53%
  • M & O AGENCIES INC45%
  • LOVITT AND TOUCHE, INC.2%
Total $124K3 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

A NEW LEAF RETIREMENT PLAN

401k

Assets$13.5M
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A NEW LEAF INC HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.7M
Covered lives457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A NEW LEAF RETIREMENT PLAN401k$13.5M5542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A NEW LEAF INC HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.7M4572025
Retirement plans
Welfare plans
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