Care New England Pension Plan — Form 5500 plan (Care New England)
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, Care New England Pension Plan is a benefit plan reported by Care New England under EIN 05-0490997 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,456 participants and $136,507,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Care New England
- EIN
- 05-0490997
- Plan number
- 001
- Plan type
- 2
- Location
- Pawtucket, RI
- Latest filing year
- 2023
- Participants
- 3,456
- End-of-year plan assets
- $136,507,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,456 | H, C | 20241015163010NAL0048913184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,507,233
- Total liabilities (EOY)
- $183,660
- Net assets (EOY)
- $136,323,573
- Net assets (BOY)
- $136,970,095
Income & contributions
- Employer contributions
- $886,200
- Total contributions
- $886,200
- Total income / additions
- $15,241,092
Expenses & distributions
- Benefits paid
- $12,206,541
- Administrative expenses
- $3,681,073
- Total expenses
- $15,887,614
- Net increase / (decrease)
- -$646,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $627,780 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgt Amer | NONE | $177,462 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $71,018 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $59,021 | not reported in the loaded dataset | 2023 |
| Longfellow Investment Management | NONE | $50,828 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $48,280 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management | NONE | $41,302 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Group | NONE | $37,309 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $16,473 | not reported in the loaded dataset | 2023 |
| Aberdeen Asset Management | NONE | $9,637 | not reported in the loaded dataset | 2023 |
| Mps Communications | NONE | $8,418 | not reported in the loaded dataset | 2023 |
| Ryder Court Global | NONE | $7,884 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Care New England
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Pawtucket, RI
- Willis Towers Watson Us LLC — Schedule C compensation
- Legal & General Investment Mgt Amer — Schedule C compensation
- Bank Of America — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Longfellow Investment Management — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Mondrian Investment Group — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Aberdeen Asset Management — Schedule C compensation
- Mps Communications — Schedule C compensation
- Ryder Court Global — Schedule C compensation