Plan5500

New Bedford Educators Association, Inc. Health And Welfare Benefit Plan — Form 5500 plan (New Bedford Educators Association, Inc.)

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 Bedford Educators Association, Inc. Health And Welfare Benefit Plan is a benefit plan reported by New Bedford Educators Association, Inc. under EIN 04-6744659 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,096 participants and $394,157 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46KPlan net assets, end of year$45,981
Participants1.1KCovered participants reported1,096
Assets / participant$360Computed: assets ÷ participants$360 (computed)
Provider compensation$41.7K1 Schedule C provider row(s)$41,711
Plan sponsor
New Bedford Educators Association, Inc.
EIN
04-6744659
Plan number
501
Plan type
2
Location
New Bedford, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,096 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$394.2K total assets
Net assets$46KLiabilities$348.2K
Money in vs. money out
Total income / additions$889.8K
Total expenses$939.7K
Benefits paid / distributions$877.3K
Contributions
EmployerNot reported
Participant$889.6K
Full reported line items

Net assets

Total assets (EOY)
$394,157
Total liabilities (EOY)
$348,176
Net assets (EOY)
$45,981
Net assets (BOY)
$95,948

Income & contributions

Participant contributions
$889,616
Total contributions
$889,616
Total income / additions
$889,774

Expenses & distributions

Benefits paid
$877,260
Administrative expenses
$62,481
Total expenses
$939,741
Net increase / (decrease)
-$49,967
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2044%Computed ratio
Benefits paid ÷ total income99%Computed ratio
Provider comp. ÷ net assets91%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    New Bedford Educators Assoc. Inc.$41.7K
    PLAN SPONSOR · Direct $41.7K

What to inspect next

Frequently asked questions

Who sponsors the New Bedford Educators Association, Inc. Health And Welfare Benefit Plan?
New Bedford Educators Association, Inc. Health And Welfare Benefit Plan is reported as sponsored by New Bedford Educators Association, Inc. (EIN 04-6744659, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for New Bedford Educators Association, Inc. Health And Welfare Benefit Plan?
The latest Form 5500 filing year loaded for New Bedford Educators Association, Inc. Health And Welfare Benefit Plan is 2023.
How many participants does New Bedford Educators Association, Inc. Health And Welfare Benefit Plan report?
New Bedford Educators Association, Inc. Health And Welfare Benefit Plan reports 1,096 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for New Bedford Educators Association, Inc. Health And Welfare Benefit Plan?
New Bedford Educators Association, Inc. Health And Welfare Benefit Plan reports $394,157 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages