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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 by a partnership with Microsoft. With this relationship, you can expect the highest level of security & customer service. The system regularly completes SSAE 16 SOC 1 Type II and SOC 2 Type II audits and includes a 99.9% system up-time.

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
fully responsive

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 45,000 policies for more than 750 clients throughout the U.S. with a total of $12B cash surrender value.

Our Network of Expertise

  • Legal
  • Tax
  • Actuarial
  • Regulatory
  • Administrative

People Love to Work with Newcleus

our happy clients

Looking for help with your current BOLI or non-qualified benefit plans?

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We're Here For You.

411 South State Street, Newtown PA 18904

267.291.2130

 

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