New England Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (New England Federal Credit Union)
Plain-English plan 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, New England Federal Credit Union Defined Benefit Plan And Trust is a benefit plan reported by New England Federal Credit Union under EIN 03-0213411 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Federal Credit Union
- EIN
- 03-0213411
- Plan number
- 001
- Plan type
- 2
- Location
- Williston, VT
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | H, C | 20240731153301NAL0022573457002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $26,467,051
Income & contributions
- Employer contributions
- -$7,864,808
- Total contributions
- -$7,853,873
- Total income / additions
- -$5,924,670
Expenses & distributions
- Benefits paid
- $20,417,675
- Administrative expenses
- $124,706
- Total expenses
- $20,542,381
- Net increase / (decrease)
- -$26,467,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpw Solutions LLC | ACTUARY | $66,000 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,706 | $0 | 2023 |
| Global Retirement Partners LLC | DVISOR BROKER DEALER | $0 | $27,118 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New England Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Williston, VT
- Rpw Solutions LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation