New England Life Care, Inc. 403(B) Retirement Plan — Form 5500 plan (New England Life Care, 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 England Life Care, Inc. 403(B) Retirement Plan is a benefit plan reported by New England Life Care, Inc. under EIN 22-3195337 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $26,237,250 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New England Life Care, Inc.
EIN
22-3195337
Plan number
001
Plan type
2
Location
Scarborough, ME
Latest filing year
2023
Participants
575
End-of-year plan assets
$26,237,250

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023575H, C20241014062227NAL0043701856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,237,250
Net assets (EOY)
$26,237,250
Net assets (BOY)
$21,513,821

Income & contributions

Employer contributions
$923,123
Participant contributions
$2,448,257
Total contributions
$3,433,356
Total income / additions
$7,312,687

Expenses & distributions

Benefits paid
$2,514,263
Administrative expenses
$74,995
Total expenses
$2,589,258
Net increase / (decrease)
$4,723,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$50,463$02023
Osaic Wealth, Inc.ADVISOR$24,532not reported in the loaded dataset2023

Related Form 5500 pages