# Brd Of Trustees-New England Hlth Care & Ct Nursg Homes Trng & Up Health & Welfare Plan
Source: https://planprovider.pro/companies/brd-of-trustees-new-england-hlth-care-ct-nursg-homes-trng-up-061163056-501

> Brd Of Trustees-New England Hlth Care & Ct Nursg Homes Trng & Up's Health & Welfare plan: 7,062 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE Q](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE O](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE P](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE I](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE N](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE S](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE R](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-trustees-new-england-hlth-care-ct-nursg-homes-trng-up-061163056-501)

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