University Of New England Defined Contribution Plan — Form 5500 plan (University Of New England)

Plain-English plan 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, University Of New England Defined Contribution Plan is a benefit plan reported by University Of New England under EIN 01-0211810 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,155 participants and $226,866,202 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of New England
EIN
01-0211810
Plan number
001
Plan type
2
Location
Biddeford, ME
Latest filing year
2023
Participants
2,155
End-of-year plan assets
$226,866,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,155H, C20241007161126NAL0016404257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$226,866,202
Total liabilities (EOY)
$0
Net assets (EOY)
$226,866,202
Net assets (BOY)
$197,455,560

Income & contributions

Employer contributions
$4,864,998
Participant contributions
$7,169,973
Total contributions
$13,171,435
Total income / additions
$45,813,797

Expenses & distributions

Benefits paid
$16,329,740
Administrative expenses
$73,415
Total expenses
$16,403,155
Net increase / (decrease)
$29,410,642

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guidance Point Retirement ServicesCONSULTANT$40,000not reported in the loaded dataset2023
Fid Inv Inst Ops CoRECORDKEEPER / ADMIN$19,715$02023
Berry DunnAUDITOR$13,700not reported in the loaded dataset2023

Related Form 5500 pages