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Sponsor portfolioWelfare / HealthEIN 46-3755188

NEWTEKONE

4800 T REX AVENUE · BOCA RATON, FL 33496
2123569500
Plans filed
1
Years active
2015–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$8.3M
No prior year
Persons covered
564
No prior year
Total participants
570
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$8.3M
NEWTEKONE WELFARE BENEFIT PLAN
Fully insured564 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.6M72.2%
Dental$722K6.8%
Vision$443K4.2%
Life$443K4.2%
Short-term disability$443K4.2%
Long-term disability$443K4.2%
Other$443K4.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HD
$7.9M94.7%12448
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$443K5.3%11564

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NEWTEK INSURANCE AGENCY LLCLAKE SUCCESS, NYCIGNA HEALTH AND LIFE INSURANCE COMPANY$8K$310K$318K58.8%1
GALLAGHER BENEFIT SERVICES, INC.BERKELEY HEIGHTS, NJCIGNA HEALTH AND LIFE INSURANCE COMPANY, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$49K$78K$127K23.5%1
DONALD C SAVOY INCBERKELEY HEIGHTS, NJCIGNA HEALTH AND LIFE INSURANCE COMPANY$0$89K$89K16.5%1
SAVOY ASSOCIATESBERKELEY HEIGHTS, NJCIGNA HEALTH AND LIFE INSURANCE COMPANY$0$6K$6K1.2%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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