Assets by plan
Share of aggregate retirement assets
- FUND 401K PLA (#003)$736K
Filings through .
UFCW & Participating Employers New England Health Fund
EIN 06-6069081Retail TradeLatest filing 2025
Plans
4
Retirement
3
$2.5M assets
Health & Benefits
1
$10.5M premiums
Participants
24,630
290 POST ROAD WEST - WESTPORT, CT 068804703203-226-4751
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $2.5M assets / 15 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $10.5M premiums / 32,783 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$7.5M
- Other$2.1M
- Health$1.4M
- Prescription drug$958K
- Life$689K
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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#002
UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND PROFIT SHARING PLAN
Profit-sharing
Assets$1.1M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND 401K PLA
401(k)
Assets$736K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 PENSI
Traditional DB
Assets$615K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND
Mixed - DELTA DENTAL OF CONNECTICUT, INC.
Premiums$10.5M
Covered lives32,783
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND PROFIT SHARING PLAN | Profit-sharing | $1.1M | 3 | 2025 |
| #003 | UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND 401K PLA | 401(k) | $736K | 8 | 2025 |
| #001 | THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 PENSI | Traditional DB | $615K | 4 | 2025 |
- #002 · Profit-sharing · 20253
- #003 · 401(k) · 20258
- #001 · Traditional DB · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND | Mixed | DELTA DENTAL OF CONNECTICUT, INC. | $10.5M | 32,783 | 2025 |
- #502 · Mixed · DELTA DENTAL OF CONNECTICUT, INC. · 202532,783
Retirement plans
Health & Benefits plans