Plan Snapshot
- Plan Sponsor: Board Of Trustes-New England Health Care Empl Welfare Fd
- Sponsor EIN: 061188411
- Sponsor Address: 77 HUYSHOPE AVENUE, HARTFORD, CT, 06106
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,960
- Total Assets: $70.0M
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 | 4,960 | $70.0M | $45.1M | $660,322 |
| 2023 | 4,818 | $60.6M | $42.9M | $750,700 |
| 2022 | 4,795 | $43.1M | $43.3M | $845,145 |
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 |
|---|---|---|---|---|
| ANTHEM | Other Service Provider | $1,231,672 | $60,189 | $1,291,861 |
| EMPIRX | Other Service Provider | $336,587 | — | $336,587 |
| BASYS INC | Other Service Provider | $223,986 | — | $223,986 |
| EMPLOYEE E | Recordkeeper | $201,449 | — | $201,449 |
| MILLIMAN USA | Recordkeeper | $161,435 | — | $161,435 |
| EMPLOYEE I | Recordkeeper | $134,539 | — | $134,539 |
| EMPLOYEE K | Recordkeeper | $127,339 | — | $127,339 |
| EMPLOYEE C | Recordkeeper | $109,560 | — | $109,560 |
| DELTA DENTAL | Other Service Provider | $105,878 | — | $105,878 |
| LAW FIRM OF JOHN CREANE | Other Service Provider | $104,158 | — | $104,158 |
| EMPLOYEE P | Recordkeeper | $83,340 | — | $83,340 |
| EMPLOYEE A | Recordkeeper | $82,803 | — | $82,803 |
| EMPLOYEE R | Recordkeeper | $81,261 | — | $81,261 |
| EMPLOYEE S | Recordkeeper | $80,800 | — | $80,800 |
| EMPLOYEE D | Recordkeeper | $70,041 | — | $70,041 |
| EMPLOYEE J | Recordkeeper | $68,987 | — | $68,987 |
| NOVAK FRANCELLA LLC | Auditor | $64,738 | — | $64,738 |
| EMPLOYEE N | Recordkeeper | $56,635 | — | $56,635 |
| EMPLOYEE M | Recordkeeper | $53,842 | — | $53,842 |
| EMPLOYEE O | Recordkeeper | $51,360 | — | $51,360 |
| EMPLOYEE G | Recordkeeper | $51,283 | — | $51,283 |
| EMPLOYEE H | Recordkeeper | $51,035 | — | $51,035 |
| EMPLOYEE B | Recordkeeper | $41,132 | — | $41,132 |
| EMPLOYEE T | Recordkeeper | $39,037 | — | $39,037 |
| HINGE HEALTH, INC. | Other Service Provider | $38,135 | — | $38,135 |
| WRIGHT INVESTORS | Other Service Provider | $37,388 | — | $37,388 |
| CLAIMS TECHNOLOGIES INC | Other Service Provider | $31,800 | — | $31,800 |
| MARSHALL COMPUTERS | Other Service Provider | $27,520 | — | $27,520 |
| EMPLOYEE Q | Recordkeeper | $26,972 | — | $26,972 |
| BANK OF AMERICA | Other Service Provider | $26,491 | — | $26,491 |
| NORTHERN TRUST COMPANY | Other Service Provider | $21,908 | — | $21,908 |
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $21,832 | — | $21,832 |
| MARCO CONSULTING | Other Service Provider | $18,125 | — | $18,125 |
| PC CONNECTION INC | Other Service Provider | $15,014 | — | $15,014 |
| VIVEKA HEALTH | Other Service Provider | $15,000 | — | $15,000 |
| NEWTOWER TRUST COMPANY | Other Service Provider | — | $14,346 | $14,346 |
| BEHAVIORAL HEALTH CONSULTANTS, LLC | Other Service Provider | $12,625 | — | $12,625 |
| DAVIS VISION | Other Service Provider | $12,393 | — | $12,393 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $10,425 | $10,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE E — Recordkeeper
- MILLIMAN USA — Recordkeeper
- EMPLOYEE I — Recordkeeper
- EMPLOYEE K — Recordkeeper
- EMPLOYEE C — Recordkeeper
- EMPLOYEE P — Recordkeeper
- EMPLOYEE A — Recordkeeper
- EMPLOYEE R — Recordkeeper
- EMPLOYEE S — Recordkeeper
- EMPLOYEE D — Recordkeeper
- EMPLOYEE J — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
- EMPLOYEE N — Recordkeeper
- EMPLOYEE M — Recordkeeper
- EMPLOYEE O — Recordkeeper
- EMPLOYEE G — Recordkeeper
- EMPLOYEE H — Recordkeeper
- EMPLOYEE B — Recordkeeper
- EMPLOYEE T — Recordkeeper
- EMPLOYEE Q — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,003,060
- Estimated Expense Ratio: 5.719% 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 | $4,759,229 | $140,089 | $1,737,290 | $37,500 | — |
| 2023 | $4,479,623 | $131,980 | $1,689,787 | $37,500 | — |
| 2022 | $4,399,141 | $101,981 | $1,823,681 | — | $285,116 |