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, Tfo Advantage Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 021. The latest loaded filing year is 2023. The filing reports 787 participants and $67,500,423 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,500,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,500,423
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,264,508
- Participant contributions
- $2,147,577
- Total contributions
- $3,548,309
- Total income / additions
- $9,211,324
Expenses & distributions
- Benefits paid
- $1,715,846
- Administrative expenses
- $67,674
- Total expenses
- $1,783,520
- Net increase / (decrease)
- $7,427,804