2023 Form 5500 filing — The New England Center For Children, Inc. Tax Deferred Annuity Plan
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 20240911075652NAL0011882272001) for The New England Center For Children, Inc. Tax Deferred Annuity Plan, reported by The New England Center For Children Inc. under EIN 04-2708762 and plan number 001. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911075652NAL0011882272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The New England Center For Children Inc.
- EIN
- 04-2708762
- Plan number
- 001
- Location
- Southborough, MA
- Participants
- 622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,891,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,891,423
- Participant contributions
- $1,916,253
- Total income / additions
- $5,248,441
- Benefits paid
- $2,049,583
- Administrative expenses
- $60,295
- Total expenses
- $2,123,894
- Net increase / (decrease)
- $3,124,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $58,242 | $0 |
| Osaic Wealth, Inc. | BROKER | $0 | $45,983 |