Care New England 403(B) Match & Savings Plan — Form 5500 plan (Care 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, Care New England 403(B) Match & Savings Plan is a benefit plan reported by Care New England under EIN 05-0490997 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,232 participants and $515,558,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Care New England
EIN
05-0490997
Plan number
002
Plan type
2
Location
Providence, RI
Latest filing year
2023
Participants
10,232
End-of-year plan assets
$515,558,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,232H, C20241015123125NAL0049401120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$515,558,668
Total liabilities (EOY)
$0
Net assets (EOY)
$515,558,668
Net assets (BOY)
$427,342,476

Income & contributions

Employer contributions
$19,821,926
Participant contributions
$24,021,722
Total contributions
$45,999,907
Total income / additions
$114,395,598

Expenses & distributions

Benefits paid
$25,295,736
Administrative expenses
$587,572
Total expenses
$26,179,406
Net increase / (decrease)
$88,216,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyRECORDKEEPER$453,061not reported in the loaded dataset2023

Related Form 5500 pages