# Board Of Trustes-New England Health Care Empl Welfare Fd Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustes-new-england-health-care-empl-welfare-fd-061188411-501 > Board Of Trustes-New England Health Care Empl Welfare Fd's Health & Welfare plan: 4,960 participants, plan year 2024 financials, providers, and benchmarks fr… Form 5500 filing data for plan year 2024. ## 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:** Health & Welfare - **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](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper - [EMPLOYEE I](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE K](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE P](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE R](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE S](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE J](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor - [EMPLOYEE N](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE M](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE O](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE T](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE Q](https://planprovider.pro/provider/employee-fiduciary) — 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| ## Similar Plans - 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