2023 Form 5500 filing — New Era Employee Welfare Benefit Plan 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 20241014163813NAL0045334832001) for New Era Employee Welfare Benefit Plan Trust, reported by New Era Life Insurance Company under EIN 74-2552025 and plan number 501. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163813NAL0045334832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Era Life Insurance Company
- EIN
- 74-2552025
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $418,508
- Total liabilities (EOY)
- $901,707
- Net assets (EOY)
- -$483,199
- Employer contributions
- $2,797,719
- Participant contributions
- $549,429
- Total income / additions
- $3,347,148
- Benefits paid
- $2,986,970
- Administrative expenses
- $77,139
- Total expenses
- $3,064,109
- Net increase / (decrease)
- $283,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New Era Life Insurance Company | EMPLOYER | $36,000 | not reported in the loaded dataset |
| First Health Group Corp. | NONE | $15,064 | not reported in the loaded dataset |
| Dodge & Associates, P.C. | NONE | $14,265 | not reported in the loaded dataset |
| Cherry Bekaert Llp | NONE | $8,256 | not reported in the loaded dataset |