New Era Employee Welfare Benefit Plan Trust — Form 5500 plan (New Era Life Insurance Company)
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 Era Employee Welfare Benefit Plan Trust is a benefit plan reported by New Era Life Insurance Company under EIN 74-2552025 and plan number 501. The latest loaded filing year is 2023. The filing reports 248 participants and $418,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Era Life Insurance Company
- EIN
- 74-2552025
- Plan number
- 501
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $418,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241014163813NAL0045334832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $418,508
- Total liabilities (EOY)
- $901,707
- Net assets (EOY)
- -$483,199
- Net assets (BOY)
- -$766,238
Income & contributions
- Employer contributions
- $2,797,719
- Participant contributions
- $549,429
- Total contributions
- $3,347,148
- Total income / additions
- $3,347,148
Expenses & distributions
- Benefits paid
- $2,986,970
- Administrative expenses
- $77,139
- Total expenses
- $3,064,109
- Net increase / (decrease)
- $283,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New Era Life Insurance Company | EMPLOYER | $36,000 | not reported in the loaded dataset | 2023 |
| First Health Group Corp. | NONE | $15,064 | not reported in the loaded dataset | 2023 |
| Dodge & Associates, P.C. | NONE | $14,265 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Llp | NONE | $8,256 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Era Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- New Era Life Insurance Company — Schedule C compensation
- First Health Group Corp. — Schedule C compensation
- Dodge & Associates, P.C. — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation