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Original filing (PDF)20250626150035NAL0005201603001
NEWVITAE, INC.
Form 5500
FILING_RECEIVED
NEWVITAE, INC. GROUP HEALTH PLAN
Health & welfare plan
Signals · 3
Late filing · 7.3 mo~1335 bps in Sched C feesNo recordkeeper disclosed
Active participants
153
Accounts w/ balance
—
Plan assets (EOY)
$623K
Net assets (EOY)
$501K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 7.3 months past the 10.5-month grace window.
- 1335 bps in Schedule C fees — 745% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWVITAE, INC..
Plan sponsor
Name
NEWVITAE, INC.
EIN
23-2514841
Address
16 SOUTH MAIN ST. · QUAKERTOWN, PA · 18951
Phone
(610) 967-0417
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-06-26
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PATRIOT (EXUDE, INC.) | 23-2859145 | — | BROKER | $52K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
| HIGHMARK BLUE SHIELD | 23-1294723 | — | ADMIN | -$433 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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