2023 Form 5500 filing — New Hampshire Bankers Association Insurance Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718105848NAL0003348499001) for New Hampshire Bankers Association Insurance Trust, reported by New Hampshire Bankers Association Insurance Trust under EIN 02-6005138 and plan number 501. It reports 741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718105848NAL0003348499001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- New Hampshire Bankers Association Insurance Trust
- EIN
- 02-6005138
- Plan number
- 501
- Location
- Concord, NH
- Participants
- 741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $848,132
- Total liabilities (EOY)
- $772,892
- Net assets (EOY)
- $75,240
- Employer contributions
- $8,318,044
- Participant contributions
- $121,143
- Total income / additions
- $8,474,963
- Benefits paid
- $8,598,634
- Administrative expenses
- $354,487
- Total expenses
- $8,953,121
- Net increase / (decrease)
- -$478,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Richards Group | CONSULTANT | $85,225 | $0 |
| Matthew Thornton Health Plan, Inc. | CONTRACT ADMINISTRATOR | $68,521 | $0 |
| Nh Bankers Services | COMMON MANAGEMENT | $10,217 | $32,734 |
| Wipfli, Llp | INDEPENDENT AUDITOR | $39,510 | $0 |
| Bernstein Shur | LEGAL SERVICES | $35,218 | $0 |
| Usi | CONSULTANT | $31,410 | $0 |
| Mason & Rich, P.A. | ACCOUNTING | $14,015 | $0 |
| Mdx Medical Inc Dba Sapphire Digl | TECHNOLOGY | $13,453 | $0 |
| Bswift Admin | RECORDKEEPING | $10,258 | $0 |
| Ebm | RECORDKEEPING | $7,451 | $0 |