Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolioTH
CARE NEW ENGLAND
EIN 05-0490997hospital & health careLatest filing 2024
Plans
3
Retirement
2
$706.1M assets
Welfare
1
$83.6M premiums
Participants
19,469
10 CHARLES STREET, SUITE 250 - PROVIDENCE, RI 02904401-453-7900carenewengland.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $706.1M assets / 14,414 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- VALIC RETIREMENT SERVICES COMPANY81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
- MATCH & Savings (#002)11,039
Benefits portfolio analytics
1 plan / $83.6M premiums / 8,481 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$81.2M
- Other$1.9M
- Life$1.7M
- Long-term disability$1.7M
- Vision$406K
- Short-term disability$131K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
- VISION SERVICE PLAN0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- +1 more
Broker market share
Schedule A broker compensation
68%top
- ALEXANDER BENEFITS CONSULTING68%
- NFP INSURANCE SERVICES INC26%
- PBIRX, INC.7%
- AGS BENEFITS GROUP LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CARE NEW ENGLAND 403(B) MATCH & SAVINGS PLAN
403b
Assets$570.4M
Participants11,039
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARE NEW ENGLAND PENSION PLAN
CashBalance
Assets$135.7M
Participants3,375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CARE NEW ENGLAND FLEXIBLE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$83.6M
Covered lives8,481
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARE NEW ENGLAND 403(B) MATCH & SAVINGS PLAN | 403b | $570.4M | 11,039 | 2024 | |
| 001 | CARE NEW ENGLAND PENSION PLAN | CashBalance | $135.7M | 3,375 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CARE NEW ENGLAND FLEXIBLE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $83.6M | 8,481 | 2024 |
Retirement plans
Welfare plans