PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NEWPORT PACIFIC CAPITAL COMPANY, INC.
Sponsor portfolio

NEWPORT PACIFIC CAPITAL COMPANY, INC.

EIN 95-3510322-real estate-Latest filing 2025
Plans
2
Retirement
1
$14.4M assets
Welfare
1
$1.7M premiums
Participants
615
1201 DOVE ST STE 300 - NEWPORT BEACH, CA 926602829949-852-5575npland.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$14.4M - 346 part#501Fully Insured-$1.7M - 269 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$475K
  • Dental$73K
  • Life$62K
  • Other$62K
  • Vision$11K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PCF INSURANCE SERVICES OF THE WEST100%
Total $132K1 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

NEWPORT PACIFIC CAPITAL CO., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$14.4M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWPORT PACIFIC FLEXIBLE BENEFITS PLAN

Fully Insured - AETNA HEALTH OF CALIFORNIA INC (A CALIFORNIA CORPORATION)

Premiums$1.7M
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEWPORT PACIFIC CAPITAL CO., INC. 401(K) PROFIT SHARING PLAN401k$14.4M3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWPORT PACIFIC FLEXIBLE BENEFITS PLANFully InsuredAETNA HEALTH OF CALIFORNIA INC (A CALIFORNIA CORPORATION)$1.7M2692025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica