2023 Form 5500 filing — New England Health Care Employees Welfare 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 20240925172511NAL0026045440002) for New England Health Care Employees Welfare Plan, reported by Board Of Trustes-New England Health Care Empl Welfare Fd under EIN 06-1188411 and plan number 501. It reports 5,667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925172511NAL0026045440002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustes-New England Health Care Empl Welfare Fd
- EIN
- 06-1188411
- Plan number
- 501
- Location
- Hartford, CT
- Participants
- 5,667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,594,770
- Total liabilities (EOY)
- $7,184,261
- Net assets (EOY)
- $53,410,509
- Employer contributions
- $42,915,345
- Participant contributions
- $750,700
- Total income / additions
- $47,748,493
- Benefits paid
- $27,675,306
- Administrative expenses
- $4,479,623
- Total expenses
- $32,154,929
- Net increase / (decrease)
- $15,593,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | NONE | $1,223,135 | $51,608 |
| Empirx | NONE | $316,961 | $0 |
| Basys Inc | NONE | $233,184 | not reported in the loaded dataset |
| Milliman Usa | NONE | $217,398 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $184,664 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $127,880 | not reported in the loaded dataset |
| Employee K | EMPLOYEE | $120,783 | not reported in the loaded dataset |
| Delta Dental | NONE | $106,034 | not reported in the loaded dataset |
| Law Firm Of John Creane | NONE | $92,035 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $84,595 | not reported in the loaded dataset |
| Employee P | EMPLOYEE | $82,013 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $79,949 | not reported in the loaded dataset |
| Employee R | EMPLOYEE | $77,613 | not reported in the loaded dataset |
| Employee S | EMPLOYEE | $77,025 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $67,966 | not reported in the loaded dataset |
| Employee J | EMPLOYEE | $65,357 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $60,116 | not reported in the loaded dataset |
| Employee O | EMPLOYEE | $58,176 | not reported in the loaded dataset |
| Wright Investors | NONE | $53,254 | not reported in the loaded dataset |
| Employee Q | EMPLOYEE | $50,651 | not reported in the loaded dataset |
| Employee N | EMPLOYEE | $48,048 | not reported in the loaded dataset |
| Employee M | EMPLOYEE | $47,769 | not reported in the loaded dataset |
| Bank Of America | NONE | $46,269 | not reported in the loaded dataset |
| Employee H | EMPLOYEE | $42,218 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $40,835 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $38,438 | not reported in the loaded dataset |
| Claims Technologies Inc | NONE | $31,800 | not reported in the loaded dataset |
| Employee T | EMPLOYEE | $31,698 | not reported in the loaded dataset |
| Marco Consulting | NONE | $28,125 | not reported in the loaded dataset |
| Behavioral Health Consultants, LLC | NONE | $21,720 | not reported in the loaded dataset |
| Marshall Computers | NONE | $21,234 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $15,775 |
| Northern Trust Company | NONE | $15,302 | not reported in the loaded dataset |
| Davis Vision | NONE | $13,689 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $8,649 |
| Dr. Krug | NONE | $8,248 | not reported in the loaded dataset |
| Pc Connection Inc | NONE | $8,105 | not reported in the loaded dataset |