New England Life Insurance 401(k) and pension plans
New England Life Insurance Company, Charlotte, NC. EIN 04-2708937. Annual reports 2009–2025.
New England Life Insurance Company has 2 active retirement plans on file. The largest is the New England Life Insurance Company Agents' Retirement Plan and Trust, with 291 participants and $38.1 million in assets in 2025. Milliman has been its recordkeeper since 2019.
Brighthouse Companies Plan Administrator 11225 North Community House Road Charlotte, NC 28277 (980) 949-4496As filed for 2025
In effect since
July 1, 1942
Earlier plan names: New England Agents Retirement Plan & Trust.
Year by year, 2010 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
291
$38.1 million
Milliman
2024
463
$84.5 million
Milliman
2023
494
$87.6 million
Milliman
2022
539
$95.1 million
Milliman
2021
561
$120 million
Milliman
2020
588
$116 million
Milliman
2019
636
$125 million
Milliman
2018
746
$130 million
Alight
2017
909
$149 million
Alight
2016
1,262
$152 million
Alight
2015
1,737
$174 million
Alight
2014
1,995
$189 million
Empower
2010
3,506
$188 million
Empower
New England Agency Employees' Retirement Plan
Pension (defined benefit), frozenActive
Active. The plan filed its annual report for the 2024 plan year.
Plan number
006Employer EIN 04-2708937
Participants (2024)
1,981
Net assets (2024)
$126 million
Plan administrator
Brighthouse Companies Plan Administrator 11225 N. Community House Road Charlotte, NC 28277 (980) 949-4496As filed for 2024
In effect since
October 1, 1953
Earlier plan names: New England Agency Employees Retirement Plan & Trust; New England Agency Employees' Retirement Plan & Trust.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
1,981
$126 million
not listed
2023
2,010
$134 million
not listed
2022
2,039
$131 million
not listed
2021
2,060
$183 million
not listed
2020
2,084
$190 million
not listed
2019
2,104
$171 million
not listed
2018
2,136
$151 million
not listed
2017
2,156
$165 million
not listed
2016
2,196
$155 million
not listed
2015
2,249
$148 million
not listed
2014
2,267
$154 million
not listed
2013
2,295
$133 million
not listed
2012
2,337
$123 million
not listed
2011
2,415
$110 million
not listed
2010
2,558
$98.8 million
not listed
2009
2,630
$86.1 million
not listed
New England Agents Deferred Compensation Plan and Trust
Profit-sharing planMerged
Merged. In 2014 its assets moved to the Savings and Inv Plan for Employees of Metropolitan Life and Participating Employees (EIN 13-5581829, plan 003). Accounts moved with them, so that plan is the one to contact.
New England Life Insurance Company 501 US Highway 22 West Bridgewater, NJ 08807 (617) 578-3721As filed for 2014
In effect since
January 1, 1968
Earlier plan names: New England Agents Deferred Compensation Plan & Trust.
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
Empower
2013
1,614
$153 million
Empower
2012
1,844
$142 million
Empower
2011
2,407
$136 million
Empower
2010
2,446
$142 million
Empower
2009
2,396
$134 million
Empower
New England Life Insurance Company 401(k) Savings Plan and Trust
401(k)Merged
Merged. In 2014 its assets moved to the Savings and Inv Plan for Employees of Metropolitan Life and Participating Employees (EIN 13-5581829, plan 003). Accounts moved with them, so that plan is the one to contact.
New England Life Insurance Company 13045 Tesson Ferry Road ST. Louis, MO 63128 (314) 525-9507As filed for 2014
In effect since
January 1, 2008
Earlier plan names: New England Life Insurance Company 401K Savings Plan.
Year by year, 2009 to 2014
Plan year
Participants
Net assets
Recordkeeper
2014
0
$0
Empower
2013
927
$31.9 million
Empower
2012
1,035
$26.5 million
Empower
2011
1,266
$21.1 million
Empower
2010
1,363
$19.6 million
Empower
2009
1,358
$11.9 million
Empower
If you had money in one of these plans
Call Milliman, which runs the New England Life Insurance Company Agents' Retirement Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((980) 949-4496). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.