2023 Form 5500 filing — Care New England 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 20241015163010NAL0048913184001) for Care New England Pension Plan, reported by Care New England under EIN 05-0490997 and plan number 001. It reports 3,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163010NAL0048913184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care New England
- EIN
- 05-0490997
- Plan number
- 001
- Location
- Pawtucket, RI
- Participants
- 3,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,507,233
- Total liabilities (EOY)
- $183,660
- Net assets (EOY)
- $136,323,573
- Employer contributions
- $886,200
- Total income / additions
- $15,241,092
- Benefits paid
- $12,206,541
- Administrative expenses
- $3,681,073
- Total expenses
- $15,887,614
- Net increase / (decrease)
- -$646,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $627,780 | not reported in the loaded dataset |
| Legal & General Investment Mgt Amer | NONE | $177,462 | not reported in the loaded dataset |
| Bank Of America | NONE | $71,018 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $59,021 | not reported in the loaded dataset |
| Longfellow Investment Management | NONE | $50,828 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $48,280 | not reported in the loaded dataset |
| Acadian Asset Management | NONE | $41,302 | not reported in the loaded dataset |
| Mondrian Investment Group | NONE | $37,309 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $16,473 | not reported in the loaded dataset |
| Aberdeen Asset Management | NONE | $9,637 | not reported in the loaded dataset |
| Mps Communications | NONE | $8,418 | not reported in the loaded dataset |
| Ryder Court Global | NONE | $7,884 | not reported in the loaded dataset |