2023 Form 5500 filing — New England Joint Board Health & Welfare 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 20250116120008NAL0047288322001) for New England Joint Board Health & Welfare Fund, reported by New England Joint Board Health & Welfare Fund under EIN 04-2274560 and plan number 501. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$98.4KReported net assets$98,443
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250116120008NAL0047288322001
Plan sponsor
New England Joint Board Health & Welfare Fund
EIN
04-2274560
Plan number
501
Location
Leominster, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$103.3K total assets
Net assets$98.4KLiabilities$4.8K
Money in vs. money out
Total income / additions$139.2K
Total expenses$173.4K
Benefits paid / distributions$136.8K
Contributions
Employer$128.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$103,267
Total liabilities (EOY)
$4,824
Net assets (EOY)
$98,443
Employer contributions
$128,355
Total income / additions
$139,231
Benefits paid
$136,821
Administrative expenses
$20,430
Total expenses
$173,378
Net increase / (decrease)
-$34,147

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250116120008NAL0047288322001 cover?
It is the 2023 Form 5500 filing for New England Joint Board Health & Welfare Fund, reported by New England Joint Board Health & Welfare Fund (EIN 04-2274560).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages