Plan5500

National Audubon Society Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Audubon Society Inc (EIN 13-1624102) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-1624102
Location
New York, NY
Loaded plans
8
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for National Audubon Society Inc

  • 8 loaded plans hold $129.3M in reported assets.
  • The largest, National Audubon Society Tax Deferred Annuity Plan, holds 92% of this company's reported plan assets.
  • Plans cover 4,932 reported participants.
  • 2 of 8 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$129.3MSummed across loaded plans$129,307,011
Total reported assets$129.3M$129,307,011
Total reported participants4.9K4,932
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$129.3M total assets
Net assets$129.3MLiabilities$0
Contributions & income
Employer contributions$4.1M
Participant contributions$4.8M
Total income / additions$31.2M
Expenses & distributions
Benefits paid / distributions$9.5M
Total expenses$9.6M
Net increase / (decrease)$21.7M

Data coverage

Plans with financial statements2 / 8 (25%)
Plans with provider compensation2 / 8 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets92%National Audubon Society Tax Deferred Annuity Plan
Participants per plan617Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    National Audubon Society Tax Deferred Annuity Plan$119.1M
    Plan #003 · 1,336 participants · 2023
  2. 2
    National Audubon Society Cash Balance Pension Plan$10.2M
    Plan #002 · 123 participants · 2023
  3. 3
    National Audubon Society, Inc. Employees Business Travel Accident Plannot reported in the loaded dataset
    Plan #504 · 776 participants · 2023
  4. 4
    National Audubon Society, Inc. Employees Long-Term Disability Plannot reported in the loaded dataset
    Plan #503 · 638 participants · 2023
  5. 5
    National Audubon Society, Inc. Employees Group Life Insurance And Accidental Death And Dismemberment Plannot reported in the loaded dataset
    Plan #502 · 638 participants · 2023
  6. 6
    National Audubon Society, Inc. Employees Group Health Insurance Plannot reported in the loaded dataset
    Plan #501 · 534 participants · 2023
  7. 7
    Group Dental Insurance For Employees Of National Audubon Societynot reported in the loaded dataset
    Plan #507 · 470 participants · 2023
  8. 8
    National Audubon Society, Inc. Employees Group Vision Plannot reported in the loaded dataset
    Plan #508 · 417 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for National Audubon Society Inc. Open one for its full reported snapshot.

  1. 2023
    National Audubon Society Cash Balance Pension Plan123 participants · 2Sch HSch C
    View filing →
  2. 2023
    National Audubon Society, Inc. Employees Group Health Insurance Plan534 participants · 2No schedules
    View filing →
  3. 2023
    Group Dental Insurance For Employees Of National Audubon Society470 participants · 2No schedules
    View filing →
  4. 2023
    National Audubon Society, Inc. Employees Group Vision Plan417 participants · 2No schedules
    View filing →
  5. 2023
    National Audubon Society, Inc. Employees Long-Term Disability Plan638 participants · 2No schedules
    View filing →
  6. 2023
    National Audubon Society, Inc. Employees Group Life Insurance And Accidental Death And Dismemberment Plan638 participants · 2No schedules
    View filing →
  7. 2023
    National Audubon Society Tax Deferred Annuity Plan1,336 participants · 2Sch HSch C
    View filing →
  8. 2023
    National Audubon Society, Inc. Employees Business Travel Accident Plan776 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Audubon Society Inc report on Form 5500?
National Audubon Society Inc (EIN 13-1624102) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Audubon Society Inc?
The Employer Identification Number (EIN) reported for National Audubon Society Inc is 13-1624102.
What is the latest Form 5500 filing year for National Audubon Society Inc?
The latest loaded Form 5500 filing year for National Audubon Society Inc is 2023.

Related Form 5500 pages