# NEWTEKONE WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **NEWTEKONE**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | NEWTEKONE |
| EIN | 463755188 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | BOCA RATON, FL |
| Industry | Management of Companies and Enterprises |
| Funding | fully insured |
| Total premiums | $8.3M |
| Participants | 570 |
| Persons covered | 564 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Indemnity |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| NEWTEK INSURANCE AGENCY LLC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| DONALD C SAVOY INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| SAVOY ASSOCIATES | CIGNA HEALTH AND LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/463755188-502
- Cite as: PlanOptica, https://planoptica.com/welfare/463755188-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers