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NEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST 401k Plan overview

Plan NameNEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST
Plan identification number 001

NEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEW ENGLAND SAFETY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND SAFETY PARTNERS, LLC
Employer identification number (EIN):461940026
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-07-30
0012022-01-01PLAN SPONSOR2023-07-26
0012021-07-01PLAN SPONSOR2022-07-26

Financial Data on NEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST

Measure Date Value
2025 : NEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-22327
Net assets as of the end of the plan year2025-07-2245826
Total assets as of the beginning of the plan year2025-07-2228993
Value of plan covered by a fidelity bond2025-07-220
Participant contributions to plan in this plan year2025-07-2213676
Value of participant loans at end of plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-223484
Plan net income in this plan year2025-07-2216833
Net assets as of the end of the plan year2025-07-2245826
Net assets as of the beginning of the plan year2025-07-2228993
Employer contributions to plan in this plan year2025-07-220
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-22327
2024 : NEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-30328
Net assets as of the end of the plan year2024-07-3028993
Total assets as of the beginning of the plan year2024-07-3010869
Value of plan covered by a fidelity bond2024-07-300
Participant contributions to plan in this plan year2024-07-3015641
Value of participant loans at end of plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-302811
Plan net income in this plan year2024-07-3018124
Net assets as of the end of the plan year2024-07-3028993
Net assets as of the beginning of the plan year2024-07-3010869
Employer contributions to plan in this plan year2024-07-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30328
2022 : NEW ENGLAND SAFETY PARTNERS, LLC RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2642
Net assets as of the end of the plan year2022-07-262611
Total assets as of the beginning of the plan year2022-07-260
Participant contributions to plan in this plan year2022-07-262609
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2644
Plan net income in this plan year2022-07-262611
Net assets as of the end of the plan year2022-07-262611
Net assets as of the beginning of the plan year2022-07-260
Employer contributions to plan in this plan year2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2642

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