Plan5500

New England Health Care Employees Pension Plan — Form 5500 plan (Board Of Trustees-New England Health Care Employees Pension Fund)

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 Health Care Employees Pension Plan is a benefit plan reported by Board Of Trustees-New England Health Care Employees Pension Fund under EIN 22-3071963 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,414 participants and $975,902,992 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees-New England Health Care Employees Pension Fund
EIN
22-3071963
Plan number
001
Plan type
1
Location
Hartford, CT
Latest filing year
2023
Participants
20,414
End-of-year plan assets
$975,902,992

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320,414H, C20241014201203NAL0045847664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$975,902,992
Total liabilities (EOY)
$43,994,237
Net assets (EOY)
$931,908,755
Net assets (BOY)
$867,068,004

Income & contributions

Employer contributions
$42,220,061
Total contributions
$42,220,061
Total income / additions
$132,771,892

Expenses & distributions

Benefits paid
$61,051,542
Administrative expenses
$6,879,599
Total expenses
$67,931,141
Net increase / (decrease)
$64,840,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Golub Capital Partners Int 11, LpNONE$0$1,220,9212023
Lsv Asset ManagersNONE$524,363not reported in the loaded dataset2023
Siguler Guff Advisers, LLCNONE$0$399,1652023
Prudential Insurance CoNONE$389,014$02023
Newtower Trust CompanyNONE$0$385,8262023
Milliman UsaNONE$366,114not reported in the loaded dataset2023
Wellington Trust CompanyNONE$292,764$02023
Smith GrahamNONE$278,006$02023
Western AssetNONE$274,845not reported in the loaded dataset2023
IntechNONE$260,116not reported in the loaded dataset2023
Northern TrustNONE$199,725$02023
Grosvenor Capital Management LpNONE$0$190,8242023
American Realty AdvisorsNONE$188,378not reported in the loaded dataset2023
Ullico Investment Advisors Inc.NONE$166,895not reported in the loaded dataset2023
Hamilton Lane Advisors LLCNONE$0$114,9722023
Employee OEMPLOYEE$98,543not reported in the loaded dataset2023
BasysNONE$95,786not reported in the loaded dataset2023
Segal MarcoNONE$90,000not reported in the loaded dataset2023
Employee FEMPLOYEE$85,450not reported in the loaded dataset2023
Amalgamated BankNONE$83,885$02023
Employee LEMPLOYEE$79,448not reported in the loaded dataset2023
Employee PEMPLOYEE$77,025not reported in the loaded dataset2023
Seix AdvisorsNONE$76,760not reported in the loaded dataset2023
Novak Francella LLCNONE$71,093not reported in the loaded dataset2023
Employee HEMPLOYEE$53,732not reported in the loaded dataset2023
Employee EEMPLOYEE$53,486not reported in the loaded dataset2023
Employee KEMPLOYEE$46,048not reported in the loaded dataset2023
Employee UEMPLOYEE$35,745not reported in the loaded dataset2023
Law Firm Of John M. CreaneNONE$34,538not reported in the loaded dataset2023
Master Engraversnot reported in the loaded dataset$34,339not reported in the loaded dataset2023
Employee NEMPLOYEE$33,389not reported in the loaded dataset2023
Employee DEMPLOYEE$31,970not reported in the loaded dataset2023
Employee TEMPLOYEE$28,504not reported in the loaded dataset2023
Bank Of AmericaNONE$21,765$02023
Marshall Computer SolutionsNONE$14,451not reported in the loaded dataset2023
Income Research & ManagementNONE$12,391not reported in the loaded dataset2023
Landmark Partners EquityNONE$6,275not reported in the loaded dataset2023

Related Form 5500 pages