Retirement plan

NEW BRITAIN EMERGENCY MEDICAL SERVICES PROFIT SHARING PLAN

Name: NEW BRITAIN EMERGENCY MEDICAL SE - NEW BRITAIN EMERGENCY MEDICAL SERVICES PROFIT SHARING PLAN (2025) Form 5500
Creator: NEW BRITAIN EMERGENCY MEDICAL SE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW BRITAIN EMERGENCY MEDICAL SERVICES PROFIT SHARING PLAN, NEW BRITAIN EMERGENCY MEDICAL SE

NEW BRITAIN EMERGENCY MEDICAL SEEIN 06-0969552Plan #002PY 2025

225 ARCH ST - NEW BRITAIN, CT 06051860-770-3954nbems.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.8M

+20.2% from 2024

Total participants

-21.4% from 2024

Average account balance

$76,931

+53.4% from 2024

Annual return

16.07%

+2.65 pp from 2024

Benchmarks

See 8,256 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort8,256 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.85M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$77K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

165.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$471K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3751

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$285K

$6197 / participant

Other / not subdivided$285K100.0%

% of EOY assets

4.876%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,931

$78,690-2.2%

$161,489-52.4%

$87,485-12.1%

Participation rate

97.8%

67.5%+30.4pp

78.7%+19.1pp

68.9%+28.9pp

Annual return

16.07%

32.74%-16.7pp

89.72%-73.6pp

26.06%-10.0pp

Employer contribution / active EE

$4,527

$2,588+74.9%

$4,268+6.1%

$2,596+74.4%

Participant deferral / active EE

$5,709

$3,311+72.4%

$5,630+1.4%

$4,274+33.6%

Admin fee / account holder

$3,751

$6,724-44.2%

$16,006-76.6%

$7,775-51.8%

NEW BRITAIN EMERGENCY MEDICAL SERVICES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW BRITAIN EMERGENCY MEDICAL SERVICES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion