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Sponsor portfolio

NEW LEAF ENERGY

EIN 88-2391619-renewables & environment-Latest filing 2025
Plans
2
Retirement
1
$29.1M assets
Welfare
1
$3.5M premiums
Participants
434
55 TECHNOLOGY DR STE 102 SUIT - LOWELL, MA 01851603-933-0987newleafenergy.comLinkedIn51-200 employeesrenewables & environment
Plans on this EIN
2 filings
#001401k-$29.1M - 227 part#501Fully Insured-$3.5M - 445 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$177K
  • Life$111K
  • Short-term disability$111K
  • Long-term disability$111K
  • Other$111K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • DELTA DENTAL OF CALIFORNIA5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • RIS EMPLOYEE BENEFITS INC86%
  • MIKE RADKOVICH10%
  • MIKE RADAKOVICH3%
  • DIGITAL INSURANCE LLC1%
  • IMG0%
Total $178K5 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

NEW LEAF ENERGY 401(K) PLAN

401k

Assets$29.1M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW LEAF ENERGY, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.5M
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW LEAF ENERGY 401(K) PLAN401k$29.1M2272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW LEAF ENERGY, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$3.5M4452025
Retirement plans
Welfare plans
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