2023 Form 5500 filing — New England Life Insurance Company Agents' Retirement 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 20240813125014NAL0010571569001) for New England Life Insurance Company Agents' Retirement Plan And Trust, reported by New England Life Insurance Company under EIN 04-2708937 and plan number 003. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$87.6MReported net assets$87,617,527
Participants539
Provider compensation$73.7K3 Schedule C row(s)$73,675
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240813125014NAL0010571569001
- Plan sponsor
- New England Life Insurance Company
- EIN
- 04-2708937
- Plan number
- 003
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$87.6M total assets
Net assets$87.6MLiabilities$4.7K
Full reported line items
- Total assets (EOY)
- $87,622,239
- Total liabilities (EOY)
- $4,712
- Net assets (EOY)
- $87,617,527
- Total income / additions
- $11,233,510
- Benefits paid
- $18,646,585
- Administrative expenses
- $78,417
- Total expenses
- $18,725,002
- Net increase / (decrease)
- -$7,491,492
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
Frequently asked questions
- What does EFAST2 acknowledgement 20240813125014NAL0010571569001 cover?
- It is the 2023 Form 5500 filing for New England Life Insurance Company Agents' Retirement Plan And Trust, reported by New England Life Insurance Company (EIN 04-2708937).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).