Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$38.1M
Filings through .
Top hat
New England Life Insurance Company
EIN 04-2708937Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$177.7M assets
Health & Benefits
1
$1.6M premiums
Participants
2,976
11225 N. COMMUNITY HOUSE ROAD - CHARLOTTE, NC 28277980-949-4496
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $177.7M assets / 2,249 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$139.6M
- MILLIMAN, INC.$38.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 993 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$995K
- Dental$599K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#006
NEW ENGLAND AGENCY EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$139.6M
Participants1,958
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
NEW ENGLAND LIFE INSURANCE COMPANY AGENTS' RETIREMENT PLAN AND TRUST
Money purchase
Assets$38.1M
Participants291
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
THE NEW ENGLAND HEALTH & WELL BEING FOR THE FIELD FORCE
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives993
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #006 | NEW ENGLAND AGENCY EMPLOYEES' RETIREMENT PLAN | Traditional DB | $139.6M | 1,958 | 2025 |
| #003 | NEW ENGLAND LIFE INSURANCE COMPANY AGENTS' RETIREMENT PLAN AND TRUST | Money purchase | $38.1M | 291 | 2025 |
- #006 · Traditional DB · 20251,958
- #003 · Money purchase · 2025291
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | THE NEW ENGLAND HEALTH & WELL BEING FOR THE FIELD FORCE | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.6M | 993 | 2025 |
- #502 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025993
Retirement plans
Health & Benefits plans