Savewisetm Pooled Employer Plan — Form 5500 plan (Newport Group, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Savewisetm Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 016. The latest loaded filing year is 2023. The filing reports 20,199 participants and $347,202,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newport Group, Inc.
- EIN
- 27-2037969
- Plan number
- 016
- Plan type
- 3
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 20,199
- End-of-year plan assets
- $347,202,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,199 | H, C | 20241014114153NAL0044358368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $347,202,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $347,202,202
- Net assets (BOY)
- $135,910,363
Income & contributions
- Employer contributions
- $15,855,826
- Participant contributions
- $40,860,599
- Total contributions
- $68,612,862
- Total income / additions
- $109,230,295
Expenses & distributions
- Benefits paid
- $36,059,710
- Administrative expenses
- $1,305,830
- Total expenses
- $37,566,543
- Net increase / (decrease)
- $71,663,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | PLAN SPONSOR | $771,851 | $0 | 2023 |
| Creative Planning, LLC | NONE | $436,515 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $49,634 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | AFFILIATE | $47,830 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Newport Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Newport Group, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Newport Trust Company — Schedule C compensation