Plan #	Name	Type	Assets	Participants	Latest year
006	NEW ENGLAND AGENCY EMPLOYEES' RETIREMENT PLAN	TraditionalDB	$140.8M	1,981	2024
003	NEW ENGLAND LIFE INSURANCE COMPANY AGENTS' RETIREMENT PLAN AND TRUST	MoneyPurchase	$84.5M	463	2024

Welfare plans1

Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	THE NEW ENGLAND HEALTH & WELL BEING FOR THE FIELD FORCE	Mixed	METROPOLITAN LIFE INSURANCE COMPANY	$1.8M	1,040	2024

Retirement plans

Welfare plans

Sponsor portfolioTH

NEW ENGLAND LIFE INSURANCE COMPANY

EIN 04-2708937Finance and InsuranceLatest filing 2024

Plans

Retirement

$225.3M assets

Welfare

$1.8M premiums

Participants

3,207

11225 N. COMMUNITY HOUSE ROAD - CHARLOTTE, NC 28277980-949-4496

Plans on this EIN

3 filings

#006TraditionalDB-$140.8M - 1,981 part #003MoneyPurchase-$84.5M - 463 part #502Mixed-$1.8M - 1,040 lives

Retirement portfolio analytics

2 plans aggregated / $225.3M assets / 2,444 participants

Assets by plan

Share of aggregate retirement assets

62%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

62%top

(Not disclosed)62%
MILLIMAN, INC.38%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,040 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$1.2M
Dental$603K

Carrier market share

Premium dollars by Schedule A carrier

Bundled

100%top

METROPOLITAN LIFE INSURANCE COMPANY100%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#006

NEW ENGLAND AGENCY EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$140.8M

Participants1,981

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003