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Newcleus
The brand you know with the system you can trust
Come Explore the Power of MINTS
Our Valued Services
What we Offer
A customized, secure, online portal
Provides full access to all information related to your BOLI/COLI and supplemental benefit plans.
Quarterly Compliance & Due Diligence
Social security sweeps, peer group analysis, concentration and lending limit analysis, carrier financial review, review of carrier ratings, and comparative carrier analysis.
Non – Qualified Benefit Administration
Complete support and servicing including general ledger entries for all your non-qualified supplemental benefit plans for the top executives and directors.
Complete Data Storage and Retention
Policies, Employee consent forms, carrier annual reports, carrier statements, trust documents, plan legal agreements, plan forms and everything else related to your bank’s plans and policies.
BOLI Monthly, Quarterly & Annual Reporting
MINTS Provides all of your company’s reporting needs as well as a fully compliant detailed annual review, executive summary, and board memorandum
Security & Uncompromising Service
The MINTS system is brought to you in partnership with Microsoft. With this relationship, you can expect the highest level of security & customer service with regularly completed SSAE 16 SOC 1 Type II and SOC 2 Type II audits and 99.9% system uptime.
Unleash your Company's potential with services provided by Newcleus.
Looking for help with your Current BOLI, COLI or Non Qualified Benefit plans?
Let's Talk
Unique experience
A firm dedicated and focused exclusively on consulting and servicing financial institution sponsored life insurance (BOLI/COLI/CuOLI,) annuity and non-qualified benefit plan programs. A team that offers over 250 years of combined experience and expertise in the BOLI, COLI and Non-Qualified benefit marketplace. The MINT System currently services over 45000 policies for over 750) clients throughout the U.S. with a total of $B cash surrender value.
Our Network of Expertise
- Legal
- Tax
- Actuarial
- Regulatory
- Administrative
People Love To Work With The Newcleus
our happy clients
Looking for help with your Current BOLI or Non Qualified Benefit plans?
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Postal Address: 411 South State Street, Newtown Pa 18904
Phone: (267)291.2130
With propositions