# Board Of Trustees-New England Health Care Employees Pension Fund DB Plan Source: https://planprovider.pro/companies/board-of-trustees-new-england-health-care-employees-pension-fund-plan > Board Of Trustees-New England Health Care Employees Pension Fund's DB plan: 9,160 participants, plan year 2024 financials, providers, and benchmarks from For… Form 5500 filing data for plan year 2024. ## 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|NONE|—|$1,021,498|$1,021,498| | LSV ASSET MANAGERS|NONE|$555,058|—|$555,058| | NEWTOWER TRUST COMPANY|NONE|—|$343,182|$343,182| | DANA INVESTMENT ADVISORS INC|NONE|$328,604|—|$328,604| | PRUDENTIAL INSURANCE CO|NONE|$308,304|—|$308,304| | WESTERN ASSET|NONE|$288,543|—|$288,543| | WELLINGTON TRUST COMPANY|NONE|$287,326|—|$287,326| | SIGULER GUFF ADVISERS, LLC|NONE|$5,792|$253,337|$259,129| | AMERICAN REALTY ADVISORS|NONE|$229,226|—|$229,226| | ULLICO INVESTMENT ADVISORS INC.|NONE|$176,513|—|$176,513| | NORTHERN TRUST|NONE|$156,984|—|$156,984| | MILLIMAN USA|NONE|$120,414|—|$120,414| | EMPLOYEE O|EMPLOYEE|$114,521|—|$114,521| | HAMILTON LANE ADVISORS LLC|NONE|—|$107,020|$107,020| | EMPLOYEE F|EMPLOYEE|$105,464|—|$105,464| | SEGAL MARCO|NONE|$97,500|—|$97,500| | BASYS|NONE|$95,443|—|$95,443| | UBS GLOBAL ASSET MANAGEMENT|NONE|$89,839|—|$89,839| | EMPLOYEE P|EMPLOYEE|$80,488|—|$80,488| | SEIX ADVISORS|NONE|$79,181|—|$79,181| | NOVAK FRANCELLA LLC|NONE|$77,615|—|$77,615| | AMALGAMATED BANK|NONE|$75,583|—|$75,583| | EMPLOYEE D|EMPLOYEE|$72,561|—|$72,561| | EMPLOYEE E|EMPLOYEE|$70,804|—|$70,804| | EMPLOYEE S|EMPLOYEE|$70,749|—|$70,749| | EMPLOYEE H|EMPLOYEE|$64,703|—|$64,703| | EMPLOYEE U|EMPLOYEE|$43,850|—|$43,850| | EMPLOYEE N|EMPLOYEE|$39,205|—|$39,205| | LAW FIRM OF JOHN M. CREANE|NONE|$28,890|—|$28,890| | BANK OF AMERICA|NONE|$26,884|—|$26,884| | EMPLOYEE L|EMPLOYEE|$26,417|—|$26,417| | MARSHALL COMPUTER SOLUTIONS|NONE|$16,656|—|$16,656| | INCOME RESEARCH & MANAGEMENT|NONE|$12,945|—|$12,945| | LANDMARK PARTNERS EQUITY|NONE|$7,285|—|$7,285| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [PRUDENTIAL INSURANCE CO](https://planprovider.pro/provider/empower) — NONE - [MILLIMAN USA](https://planprovider.pro/provider/milliman) — NONE - [EMPLOYEE O](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [UBS GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/ubs-financial-services-inc) — NONE - [EMPLOYEE P](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE - [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [EMPLOYEE S](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [EMPLOYEE U](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [EMPLOYEE N](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE - [EMPLOYEE L](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE ## 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| ## Similar Plans - [Apple Health Care, INC.](https://planprovider.pro/companies/apple-health-care-inc-401k-plan) — 2,798 participants - [Masonicare Corporation](https://planprovider.pro/companies/masonicare-corporation-401k-plan) — 2,000 participants - [Bear Mountain Healthcare, LLC](https://planprovider.pro/companies/bear-mountain-healthcare-llc-plan-001) — 1,960 participants - [Icare Management, LLC](https://planprovider.pro/companies/icare-management-llc-401k-plan) — 1,786 participants - [Maplewood Senior Living, LLC](https://planprovider.pro/companies/maplewood-senior-living-llc-401k-plan) — 1,364 participants - [The Jewish Home For The Elderly Of Fairfield County, INC.](https://planprovider.pro/companies/jewish-senior-services-401k-plan) — 800 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-new-england-health-care-employees-pension-fund-plan) © 2026 PlanProvider.Pro