New England Electrical Workers Money Purchase Plan And Trust — Form 5500 plan (New England Electrical Workers Money Purchase Plan And Trust)
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 Electrical Workers Money Purchase Plan And Trust is a benefit plan reported by New England Electrical Workers Money Purchase Plan And Trust under EIN 06-0962207 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,698 participants and $746,047,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Electrical Workers Money Purchase Plan And Trust
- EIN
- 06-0962207
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 8,698
- End-of-year plan assets
- $746,047,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,698 | H, C | 20240730144710NAL0011942339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $746,047,151
- Total liabilities (EOY)
- $6,073,721
- Net assets (EOY)
- $739,973,430
- Net assets (BOY)
- $603,287,202
Income & contributions
- Employer contributions
- $68,807,108
- Total contributions
- $68,832,562
- Total income / additions
- $165,465,566
Expenses & distributions
- Benefits paid
- $27,263,816
- Administrative expenses
- $738,256
- Total expenses
- $28,779,338
- Net increase / (decrease)
- $136,686,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $353,356 | $0 | 2023 |
| Zenith American Solutions | NONE | $134,850 | not reported in the loaded dataset | 2023 |
| Robert M.Cheverie & Assoc.P.C. | NONE | $66,538 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $64,087 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $55,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New England Electrical Workers Money Purchase Plan And Trust
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- John Hancock — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Robert M.Cheverie & Assoc.P.C. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation