Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$19K
- Life$19K
Sponsor portfolio
NEW LEAF, INC.
EIN 91-0847513Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$19K premiums
Participants
198
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $19K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
52%top
- WHITFIELDS UNITED INSURANCE AGENCIE52%
- DOROTHY A RODES48%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
NEW LEAF, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEW LEAF, INC.
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$19K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NEW LEAF, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 93 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEW LEAF, INC. | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $19K | 123 | 2025 |
Retirement plans
Welfare plans