Plan5500

Buckingham Strategic Partners Pooled Employer Plan — Form 5500 plan (Newport Group, 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, Buckingham Strategic Partners Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 019. The latest loaded filing year is 2023. The filing reports 966 participants and $56,935,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newport Group, Inc.
EIN
27-2037969
Plan number
019
Plan type
3
Location
Folsom, CA
Latest filing year
2023
Participants
966
End-of-year plan assets
$56,935,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023966H, C20241009225630NAL0009598771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,935,222
Total liabilities (EOY)
$0
Net assets (EOY)
$56,935,222
Net assets (BOY)
$21,300,966

Income & contributions

Employer contributions
$2,182,103
Participant contributions
$3,090,582
Total contributions
$5,734,036
Total income / additions
$11,862,442

Expenses & distributions

Benefits paid
$1,703,578
Administrative expenses
$215,491
Total expenses
$1,923,674
Net increase / (decrease)
$9,938,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buckingham Retirement SolutionsNONE$169,732not reported in the loaded dataset2023
Newport Group, Inc.PLAN SPOSNSOR$38,030$02023
Newport Trust CompanyAFFILIATE$5,565not reported in the loaded dataset2023

Related Form 5500 pages