Newport Group offers full-service administration of your BOLI program. Services include:

Accounting and Financial Reporting

  • Monthly accounting
  • Insurance proceeds
  • Call report entries
  • Asset risk weights
  • Audit assistance
  • Benefit reporting

Regulatory Reporting

  • Quarterly Risk Evaluation
  • COLI Best Practices Reporting (IRS Form 8925)

Policy Service

  • Social Security Sweeps
  • Insurance Claim Processing
  • Administrative updates

Annual Board Reporting

  • Annual Plan Review
  • Annual Compliance Review

Separate Account Reporting

  • Interest Rate Sensitivity CCAR/DFAST Analysis
  • Fund Performance
  • Stable Value Crediting
  • Rate Reset

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.