New England Electrical Workers Benefits Fund — Form 5500 plan (New England Electrical Workers Benefits Fund)
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, New England Electrical Workers Benefits Fund is a benefit plan reported by New England Electrical Workers Benefits Fund under EIN 06-0860627 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,609 participants and $118,960,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Electrical Workers Benefits Fund
- EIN
- 06-0860627
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 4,609
- End-of-year plan assets
- $118,960,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,609 | H, C | 20240904122744NAL0032754160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,960,817
- Total liabilities (EOY)
- $22,409,418
- Net assets (EOY)
- $96,551,399
- Net assets (BOY)
- $74,840,491
Income & contributions
- Employer contributions
- $91,678,582
- Participant contributions
- $7,462,079
- Total contributions
- $99,140,661
- Total income / additions
- $104,635,088
Expenses & distributions
- Benefits paid
- $78,064,685
- Administrative expenses
- $4,859,495
- Total expenses
- $82,924,180
- Net increase / (decrease)
- $21,710,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $1,933,596 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans, Inc | NONE | $1,651,290 | $62,415 | 2023 |
| Labor First LLC | NONE | $559,332 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $339,849 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Assoc., P.C. | NONE | $144,000 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley E.A.P. | NONE | $135,150 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $81,314 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $70,524 | not reported in the loaded dataset | 2023 |
| Cbiz-Savitz,Inc | NONE | $54,275 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $40,792 | not reported in the loaded dataset | 2023 |
| Eaton Vance Management | NONE | $38,426 | not reported in the loaded dataset | 2023 |
| Ryan Labs Inc | NONE | $37,133 | not reported in the loaded dataset | 2023 |
| Rto Group Ltd | NONE | $26,793 | not reported in the loaded dataset | 2023 |
| Prime Pay | NONE | $25,767 | not reported in the loaded dataset | 2023 |
| Santander Bank | NONE | $22,156 | not reported in the loaded dataset | 2023 |
| Allegra Print & Imaging | NONE | $6,430 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New England Electrical Workers Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- Anthem Health Plans, Inc — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Zelis — Schedule C compensation
- Robert M. Cheverie & Assoc., P.C. — Schedule C compensation
- Lower Hudson Valley E.A.P. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cbiz-Savitz,Inc — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation
- Eaton Vance Management — Schedule C compensation
- Ryan Labs Inc — Schedule C compensation
- Rto Group Ltd — Schedule C compensation
- Prime Pay — Schedule C compensation
- Santander Bank — Schedule C compensation
- Allegra Print & Imaging — Schedule C compensation