Plan Snapshot
- Plan Sponsor: Board Of Trustees-New England Health Care Employees Pension Fund
- Sponsor EIN: 223071963
- Sponsor Address: 77 HUYSHOPE AVENUE, HARTFORD, CT, 061067000
- Plan Type: DB
- Total Participants: 9,160
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,160 | $1.0B | $46.6M | $0 |
| 2023 | 8,957 | $975.9M | $42.2M | $0 |
| 2022 | 8,879 | $922.7M | $36.1M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GOLUB CAPITAL PARTNERS INT 11, LP | Other Service Provider | — | $1,021,498 | $1,021,498 |
| LSV ASSET MANAGERS | Other Service Provider | $555,058 | — | $555,058 |
| NEWTOWER TRUST COMPANY | Other Service Provider | — | $343,182 | $343,182 |
| DANA INVESTMENT ADVISORS INC | Other Service Provider | $328,604 | — | $328,604 |
| PRUDENTIAL INSURANCE CO | Recordkeeper | $308,304 | — | $308,304 |
| WESTERN ASSET | Other Service Provider | $288,543 | — | $288,543 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $287,326 | — | $287,326 |
| SIGULER GUFF ADVISERS, LLC | Other Service Provider | $5,792 | $253,337 | $259,129 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $229,226 | — | $229,226 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $176,513 | — | $176,513 |
| NORTHERN TRUST | Other Service Provider | $156,984 | — | $156,984 |
| MILLIMAN USA | Recordkeeper | $120,414 | — | $120,414 |
| EMPLOYEE O | Recordkeeper | $114,521 | — | $114,521 |
| HAMILTON LANE ADVISORS LLC | Other Service Provider | — | $107,020 | $107,020 |
| EMPLOYEE F | Recordkeeper | $105,464 | — | $105,464 |
| SEGAL MARCO | Other Service Provider | $97,500 | — | $97,500 |
| BASYS | Other Service Provider | $95,443 | — | $95,443 |
| UBS GLOBAL ASSET MANAGEMENT | Investment Advisor | $89,839 | — | $89,839 |
| EMPLOYEE P | Recordkeeper | $80,488 | — | $80,488 |
| SEIX ADVISORS | Other Service Provider | $79,181 | — | $79,181 |
| NOVAK FRANCELLA LLC | Auditor | $77,615 | — | $77,615 |
| AMALGAMATED BANK | Other Service Provider | $75,583 | — | $75,583 |
| EMPLOYEE D | Recordkeeper | $72,561 | — | $72,561 |
| EMPLOYEE E | Recordkeeper | $70,804 | — | $70,804 |
| EMPLOYEE S | Recordkeeper | $70,749 | — | $70,749 |
| EMPLOYEE H | Recordkeeper | $64,703 | — | $64,703 |
| EMPLOYEE U | Recordkeeper | $43,850 | — | $43,850 |
| EMPLOYEE N | Recordkeeper | $39,205 | — | $39,205 |
| LAW FIRM OF JOHN M. CREANE | Other Service Provider | $28,890 | — | $28,890 |
| BANK OF AMERICA | Other Service Provider | $26,884 | — | $26,884 |
| EMPLOYEE L | Recordkeeper | $26,417 | — | $26,417 |
| MARSHALL COMPUTER SOLUTIONS | Other Service Provider | $16,656 | — | $16,656 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $12,945 | — | $12,945 |
| LANDMARK PARTNERS EQUITY | Other Service Provider | $7,285 | — | $7,285 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — Recordkeeper
- MILLIMAN USA — Recordkeeper
- EMPLOYEE O — Recordkeeper
- EMPLOYEE F — Recordkeeper
- UBS GLOBAL ASSET MANAGEMENT — Investment Advisor
- EMPLOYEE P — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- EMPLOYEE D — Recordkeeper
- EMPLOYEE E — Recordkeeper
- EMPLOYEE S — Recordkeeper
- EMPLOYEE H — Recordkeeper
- EMPLOYEE U — Recordkeeper
- EMPLOYEE N — Recordkeeper
- EMPLOYEE L — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,478,384
- Estimated Expense Ratio: 0.522% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,369,695 | $3,870,027 | — | $35,500 | — |
| 2023 | $6,879,599 | $4,459,195 | — | $35,500 | — |
| 2022 | $6,751,602 | $4,640,943 | — | — | $243,688 |