2023 Form 5500 filing — New England Electrical Workers Money Purchase Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730144710NAL0011942339001) for New England Electrical Workers Money Purchase Plan And Trust, reported by New England Electrical Workers Money Purchase Plan And Trust under EIN 06-0962207 and plan number 001. It reports 8,698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730144710NAL0011942339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New England Electrical Workers Money Purchase Plan And Trust
- EIN
- 06-0962207
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 8,698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $746,047,151
- Total liabilities (EOY)
- $6,073,721
- Net assets (EOY)
- $739,973,430
- Employer contributions
- $68,807,108
- Total income / additions
- $165,465,566
- Benefits paid
- $27,263,816
- Administrative expenses
- $738,256
- Total expenses
- $28,779,338
- Net increase / (decrease)
- $136,686,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $353,356 | $0 |
| Zenith American Solutions | NONE | $134,850 | not reported in the loaded dataset |
| Robert M.Cheverie & Assoc.P.C. | NONE | $66,538 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $64,087 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $55,000 | not reported in the loaded dataset |