How many Form 5500 benefit plans are loaded for New Gloucester, ME?

3 plan(s) reported by 2 sponsor(s) are loaded for New Gloucester, ME.

New Gloucester, ME Form 5500 retirement and benefit plan filings

City Form 5500 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 Gloucester, ME has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,982,628 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 3
Plan sponsors: 2
Latest filing year: 2023

What stands out in New Gloucester

3 loaded plans hold $20M in reported assets across 2 sponsors.
The largest, Unity Environmental University Dc Retirement Plan, holds 100% of reported New Gloucester plan assets.
Plans cover 869 participants — about 290 per plan.
33% of loaded plans report full Schedule H/I financial statements.
33% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20MSummed across loaded plans$19,982,628

Total reported assets$20M$19,982,628

Total reported participants869

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$20M total assets

Net assets$20MLiabilities—

Contributions & income

Employer contributions$545.1K

Participant contributions$583.2K

Total income / additions$3.7M

Expenses & distributions

Benefits paid / distributions$1.5M

Total expenses$1.5M

Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 3 (33%)

Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Gloucester, ME plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

New Gloucester market comparison

Largest plan share of assets100%Unity Environmental University Dc Retirement Plan

Participants per plan290Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in New Gloucester

Bars show each plan's reported end-of-year assets relative to the largest.

1
Unity Environmental University Dc Retirement Plan$20M
Unity College · 2023
2
Unity Environmental University Welfare Benefit Plannot reported in the loaded dataset
Unity Environmental University · 2023
3
Health Options People Benefit Plannot reported in the loaded dataset
Maine Community Health Options · 2023

Largest plans in New Gloucester → · New Gloucester plans by participants → · New Gloucester plans with financial data → · New Gloucester plans with provider compensation → · $1B+ plans in New Gloucester →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Gloucester, ME?: 3 plan(s) reported by 2 sponsor(s) are loaded for New Gloucester, ME.