Plan5500

Newbury Corporation Pension Plan — Form 5500 plan (Newbury Corporation)

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, Newbury Corporation Pension Plan is a benefit plan reported by Newbury Corporation under EIN 04-2426613 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $79,627,736 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newbury Corporation
EIN
04-2426613
Plan number
001
Plan type
2
Location
Dedham, MA
Latest filing year
2023
Participants
354
End-of-year plan assets
$79,627,736

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20241015174656NAL0030535393002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,627,736
Net assets (EOY)
$79,627,736
Net assets (BOY)
$83,228,527

Income & contributions

Total income / additions
$4,494,803

Expenses & distributions

Benefits paid
$2,964,948
Administrative expenses
$332,646
Total expenses
$3,297,594
Net increase / (decrease)
$1,197,209

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Agilis Partners LLCNONE$128,112not reported in the loaded dataset2023
Schwab Retirement Plan Services IncNONE$88,698not reported in the loaded dataset2023
Ubs Financial ServicesNONE$47,107not reported in the loaded dataset2023
Marcum LlpNONE$20,060not reported in the loaded dataset2023

Related Form 5500 pages