Plan Snapshot
- Plan Sponsor: Brd Of Trustees-New England Hlth Care & Ct Nursg Homes Trng & Up
- Sponsor EIN: 061163056
- Sponsor Address: 77 HUYSHOPE AVENUE, HARTFORD, CT, 061067000
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 7,062
- Total Assets: $3.8M
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 | 7,062 | $3.8M | $2.3M | $0 |
| 2023 | 5,405 | $3.4M | $2.3M | $0 |
| 2022 | 5,183 | $3.0M | $2.1M | $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 |
|---|---|---|---|---|
| DONNA D. FEDUS | Other Service Provider | $190,943 | — | $190,943 |
| EMPLOYEE B | Recordkeeper | $126,634 | — | $126,634 |
| EMPLOYEE F | Recordkeeper | $118,191 | — | $118,191 |
| WACS CONSULTING LLC | Other Service Provider | $106,569 | — | $106,569 |
| EMPLOYEE H | Recordkeeper | $105,272 | — | $105,272 |
| EMPLOYEE A | Recordkeeper | $99,477 | — | $99,477 |
| EMPLOYEE Q | Recordkeeper | $94,212 | — | $94,212 |
| EMPLOYEE O | Recordkeeper | $84,719 | — | $84,719 |
| EMPLOYEE P | Recordkeeper | $84,103 | — | $84,103 |
| EMPLOYEE D | Recordkeeper | $71,889 | — | $71,889 |
| EMPLOYEE I | Recordkeeper | $71,390 | — | $71,390 |
| CONNECTICUT CONVENTION CENTER | Other Service Provider | $70,224 | — | $70,224 |
| EMPLOYEE C | Recordkeeper | $66,032 | — | $66,032 |
| THREE RIVERS COMMUNITY COLLEGE | Other Service Provider | $53,957 | — | $53,957 |
| RC3P TECH LLC | Other Service Provider | $53,286 | — | $53,286 |
| EMPLOYEE N | Recordkeeper | $52,774 | — | $52,774 |
| EMPLOYEE S | Recordkeeper | $45,773 | — | $45,773 |
| H-CAP EDUCATION ASSOCIATION | Other Service Provider | $38,547 | — | $38,547 |
| EMPLOYEE R | Recordkeeper | $38,192 | — | $38,192 |
| TRANSFORMATIVE LDRSP STRATEGIES | Other Service Provider | $32,125 | — | $32,125 |
| EMPLOYEE G | Recordkeeper | $28,293 | — | $28,293 |
| THE FOGARTY CENTER | Other Service Provider | $26,835 | — | $26,835 |
| SWIFT RIVER CONSULTING LLC | Other Service Provider | $26,310 | — | $26,310 |
| NOVAK FRANCELLA, LLC | Auditor | $26,053 | — | $26,053 |
| UNION PRINTING | Other Service Provider | $23,893 | — | $23,893 |
| BOSTON UNIVERSITY | Other Service Provider | $22,275 | — | $22,275 |
| SALESFORCE.COM, INC. | Other Service Provider | $19,501 | — | $19,501 |
| INTERPRETERS AND TRANSLATORS, INC. | Other Service Provider | $15,508 | — | $15,508 |
| WETHERSFIELD HISTORICAL SOCIETY | Other Service Provider | $11,200 | — | $11,200 |
| COMPLETE CARE - GLENDALE | Other Service Provider | $10,954 | — | $10,954 |
| ALZHEIMER'S ASSOCIATION | Other Service Provider | $10,400 | — | $10,400 |
| PROGRESSIVE BENEFIT SOLUTIONS | Other Service Provider | $9,400 | — | $9,400 |
| HARDBALL PRESS | Other Service Provider | $9,169 | — | $9,169 |
| LAW OFFICE OF JOHN M CREANE | Other Service Provider | $8,063 | — | $8,063 |
| INSUREON SPECIALTY PROGRAM GROUP | Other Service Provider | $6,438 | — | $6,438 |
| CANON FINANCIAL SERVICES | Other Service Provider | $6,401 | — | $6,401 |
| B&F CONSULTING | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE B — Recordkeeper
- EMPLOYEE F — Recordkeeper
- EMPLOYEE H — Recordkeeper
- EMPLOYEE A — Recordkeeper
- EMPLOYEE Q — Recordkeeper
- EMPLOYEE O — Recordkeeper
- EMPLOYEE P — Recordkeeper
- EMPLOYEE D — Recordkeeper
- EMPLOYEE I — Recordkeeper
- EMPLOYEE C — Recordkeeper
- EMPLOYEE N — Recordkeeper
- EMPLOYEE S — Recordkeeper
- EMPLOYEE R — Recordkeeper
- EMPLOYEE G — Recordkeeper
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,870,002
- Estimated Expense Ratio: 49.599% 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 | $512,979 | — | — | $14,000 | — |
| 2023 | $409,699 | — | — | $14,000 | — |
| 2022 | $391,502 | — | — | — | $40,081 |