2023 Form 5500 filing — New England Health Care Employees Pension Plan
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 20241014201203NAL0045847664001) for New England Health Care Employees Pension Plan, reported by Board Of Trustees-New England Health Care Employees Pension Fund under EIN 22-3071963 and plan number 001. It reports 20,414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014201203NAL0045847664001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-New England Health Care Employees Pension Fund
- EIN
- 22-3071963
- Plan number
- 001
- Location
- Hartford, CT
- Participants
- 20,414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $975,902,992
- Total liabilities (EOY)
- $43,994,237
- Net assets (EOY)
- $931,908,755
- Employer contributions
- $42,220,061
- Total income / additions
- $132,771,892
- Benefits paid
- $61,051,542
- Administrative expenses
- $6,879,599
- Total expenses
- $67,931,141
- Net increase / (decrease)
- $64,840,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Golub Capital Partners Int 11, Lp | NONE | $0 | $1,220,921 |
| Lsv Asset Managers | NONE | $524,363 | not reported in the loaded dataset |
| Siguler Guff Advisers, LLC | NONE | $0 | $399,165 |
| Prudential Insurance Co | NONE | $389,014 | $0 |
| Newtower Trust Company | NONE | $0 | $385,826 |
| Milliman Usa | NONE | $366,114 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $292,764 | $0 |
| Smith Graham | NONE | $278,006 | $0 |
| Western Asset | NONE | $274,845 | not reported in the loaded dataset |
| Intech | NONE | $260,116 | not reported in the loaded dataset |
| Northern Trust | NONE | $199,725 | $0 |
| Grosvenor Capital Management Lp | NONE | $0 | $190,824 |
| American Realty Advisors | NONE | $188,378 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $166,895 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $0 | $114,972 |
| Employee O | EMPLOYEE | $98,543 | not reported in the loaded dataset |
| Basys | NONE | $95,786 | not reported in the loaded dataset |
| Segal Marco | NONE | $90,000 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $85,450 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $83,885 | $0 |
| Employee L | EMPLOYEE | $79,448 | not reported in the loaded dataset |
| Employee P | EMPLOYEE | $77,025 | not reported in the loaded dataset |
| Seix Advisors | NONE | $76,760 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $71,093 | not reported in the loaded dataset |
| Employee H | EMPLOYEE | $53,732 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $53,486 | not reported in the loaded dataset |
| Employee K | EMPLOYEE | $46,048 | not reported in the loaded dataset |
| Employee U | EMPLOYEE | $35,745 | not reported in the loaded dataset |
| Law Firm Of John M. Creane | NONE | $34,538 | not reported in the loaded dataset |
| Master Engravers | not reported in the loaded dataset | $34,339 | not reported in the loaded dataset |
| Employee N | EMPLOYEE | $33,389 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $31,970 | not reported in the loaded dataset |
| Employee T | EMPLOYEE | $28,504 | not reported in the loaded dataset |
| Bank Of America | NONE | $21,765 | $0 |
| Marshall Computer Solutions | NONE | $14,451 | not reported in the loaded dataset |
| Income Research & Management | NONE | $12,391 | not reported in the loaded dataset |
| Landmark Partners Equity | NONE | $6,275 | not reported in the loaded dataset |