2023 Form 5500 filing — Hb 3(38) Pooled Employer 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 20241009230353NAL0020103137001) for Hb 3(38) Pooled Employer Plan, reported by Newport Group, Inc. under EIN 27-2037969 and plan number 007. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$11.1MReported net assets$11,083,352
Participants768
Provider compensation$47.4K2 Schedule C row(s)$47,384
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009230353NAL0020103137001
- Plan sponsor
- Newport Group, Inc.
- EIN
- 27-2037969
- Plan number
- 007
- Location
- Folsom, CA
- Received date
- not reported in the loaded dataset
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)$11.1M total assets
Net assets$11.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,083,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,083,352
- Employer contributions
- $766,772
- Participant contributions
- $1,740,075
- Total income / additions
- $5,875,976
- Benefits paid
- $624,775
- Administrative expenses
- $47,932
- Total expenses
- $672,707
- Net increase / (decrease)
- $5,203,269
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | PLAN SPONSOR | $27,782 | $0 |
| Global Retirement Partners, LLC | NONE | $19,602 | not reported in the loaded dataset |