2023 Form 5500 filing — Newbury Corporation 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 20241015174656NAL0030535393002) for Newbury Corporation Pension Plan, reported by Newbury Corporation under EIN 04-2426613 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174656NAL0030535393002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newbury Corporation
- EIN
- 04-2426613
- Plan number
- 001
- Location
- Dedham, MA
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,627,736
- Net assets (EOY)
- $79,627,736
- Total income / additions
- $4,494,803
- Benefits paid
- $2,964,948
- Administrative expenses
- $332,646
- Total expenses
- $3,297,594
- Net increase / (decrease)
- $1,197,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $128,112 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $88,698 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $47,107 | not reported in the loaded dataset |
| Marcum Llp | NONE | $20,060 | not reported in the loaded dataset |