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Form 5500 · Employee benefit plan · LAKE SUCCESS, NY

NEWTEKONE

NEWTEKONE of LAKE SUCCESS, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DONALD C SAVOY INC. Coverage is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3755188 · plan 502 · as of Jul 2026

Participants
534
Carriers on file
4
Disclosed commissions
$80,943
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Disability584December$77,452
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORKLife591December$3,143
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK591December$348
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth591December$0

Questions

Who is NEWTEKONE's benefits broker?

Per its most recent Form 5500 Schedule A, NEWTEKONE's broker of record is DONALD C SAVOY INC.

What insurance carrier does NEWTEKONE use?

NEWTEKONE's benefit plan is written through GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.

When does NEWTEKONE's group plan renew?

The most recent Schedule A policy period for NEWTEKONE ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NEWTEKONE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.