2023 Form 5500 filing — Care New England 403(B) Match & Savings 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 20241015123125NAL0049401120001) for Care New England 403(B) Match & Savings Plan, reported by Care New England under EIN 05-0490997 and plan number 002. It reports 10,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123125NAL0049401120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care New England
- EIN
- 05-0490997
- Plan number
- 002
- Location
- Providence, RI
- Participants
- 10,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $515,558,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $515,558,668
- Employer contributions
- $19,821,926
- Participant contributions
- $24,021,722
- Total income / additions
- $114,395,598
- Benefits paid
- $25,295,736
- Administrative expenses
- $587,572
- Total expenses
- $26,179,406
- Net increase / (decrease)
- $88,216,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | RECORDKEEPER | $453,061 | not reported in the loaded dataset |