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  2. NEW GENERATION WELLNESS, INC.
Sponsor portfolio

NEW GENERATION WELLNESS, INC.

EIN 95-0494000-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$125K premiums
Participants
431
46 CORPORATE PARK, SUITE 200 - IRVINE, CA 92606949-863-0340newgenerationwellness.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$12.8M - 313 part#501Mixed-$125K - 202 lives

Benefits portfolio analytics

1 plan / $125K premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$110K
  • Short-term disability$110K
  • Long-term disability$110K
  • Other$110K
  • Vision$16K
Total $125K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN12%
Total $125K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $21K1 slice

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 GENERATION WELLNESS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.8M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW GENERATION WELLNESS, INC. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$125K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW GENERATION WELLNESS, INC. 401(K) PROFIT SHARING PLAN401k$12.8M3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW GENERATION WELLNESS, INC. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$125K2022025
Retirement plans
Welfare plans
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