2023 Form 5500 filing — New England Electrical Workers Benefits Fund
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 20240904122744NAL0032754160001) for New England Electrical Workers Benefits Fund, reported by New England Electrical Workers Benefits Fund under EIN 06-0860627 and plan number 501. It reports 4,609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904122744NAL0032754160001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New England Electrical Workers Benefits Fund
- EIN
- 06-0860627
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 4,609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,960,817
- Total liabilities (EOY)
- $22,409,418
- Net assets (EOY)
- $96,551,399
- Employer contributions
- $91,678,582
- Participant contributions
- $7,462,079
- Total income / additions
- $104,635,088
- Benefits paid
- $78,064,685
- Administrative expenses
- $4,859,495
- Total expenses
- $82,924,180
- Net increase / (decrease)
- $21,710,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $1,933,596 | not reported in the loaded dataset |
| Anthem Health Plans, Inc | NONE | $1,651,290 | $62,415 |
| Labor First LLC | NONE | $559,332 | not reported in the loaded dataset |
| Zelis | NONE | $339,849 | not reported in the loaded dataset |
| Robert M. Cheverie & Assoc., P.C. | NONE | $144,000 | not reported in the loaded dataset |
| Lower Hudson Valley E.A.P. | NONE | $135,150 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $81,314 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $70,524 | not reported in the loaded dataset |
| Cbiz-Savitz,Inc | NONE | $54,275 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $40,792 | not reported in the loaded dataset |
| Eaton Vance Management | NONE | $38,426 | not reported in the loaded dataset |
| Ryan Labs Inc | NONE | $37,133 | not reported in the loaded dataset |
| Rto Group Ltd | NONE | $26,793 | not reported in the loaded dataset |
| Prime Pay | NONE | $25,767 | not reported in the loaded dataset |
| Santander Bank | NONE | $22,156 | not reported in the loaded dataset |
| Allegra Print & Imaging | NONE | $6,430 | not reported in the loaded dataset |