Original filing (PDF)20250307141812NAL0007233539001

NEW BRITAIN INSTITUTE

Name: NEW BRITAIN INSTITUTE — NEW BRITAIN INSTITUTE'S TAX-DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: NEW BRITAIN INSTITUTE

Form 5500-SF

FILING_RECEIVED

NEW BRITAIN INSTITUTE'S TAX-DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW BRITAIN INSTITUTE.

Plan sponsor

Name

NEW BRITAIN INSTITUTE

EIN

06-0646767

Address

20 HIGH STREET · NEW BRITAIN, CT · 060514226

Phone

(860) 224-3155

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-07

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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