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Sponsor portfolio

NEWPOINT HOLDINGS JV LLC

EIN 87-1205411-Latest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$4.1M premiums
Participants
515
5800 TENNYSON PARKWAY, SUITE 200 - PLANO, TX 75024469-440-5781
Plans on this EIN
2 filings
#001401k-$26.3M - 295 part#501Fully Insured-$4.1M - 722 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 722 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Dental$400K
  • Life$400K
  • Short-term disability$400K
  • Long-term disability$400K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NFP INSURANCE SERVICES INC99%
  • TOTALIS BENEFITS1%
Total $157K2 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

NEWPOINT HOLDINGS JV LLC 401K PLAN

401k

Assets$26.3M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWPOINT HOLDINGS JV LLC WRAP BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.1M
Covered lives722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEWPOINT HOLDINGS JV LLC 401K PLAN401k$26.3M2952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWPOINT HOLDINGS JV LLC WRAP BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$4.1M7222025
Retirement plans
Welfare plans
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