National Benefit Services, LLC — 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 Benefit Services, LLC (EIN 20-3886993) is a plan sponsor located in Kansas City, MO 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
20-3886993
Location
Kansas City, MO
Loaded plans
1
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 Benefit Services, LLC

  • 1 loaded plans hold $17M in reported assets.
  • The largest, Nbs Retirement Readiness Plan, holds 100% of this company's reported plan assets.
  • Plans cover 425 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17MSummed across loaded plans$17,017,024
Total reported assets$17M$17,017,024
Total reported participants425
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17M total assets
Net assets$17MLiabilities$0
Contributions & income
Employer contributions$411.5K
Participant contributions$1.4M
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$2.9M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Nbs Retirement Readiness Plan
Participants per plan425Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 425 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for National Benefit Services, LLC. Open one for its full reported snapshot.

  1. 2023
    Nbs Retirement Readiness Plan425 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Benefit Services, LLC report on Form 5500?
National Benefit Services, LLC (EIN 20-3886993) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Benefit Services, LLC?
The Employer Identification Number (EIN) reported for National Benefit Services, LLC is 20-3886993.
What is the latest Form 5500 filing year for National Benefit Services, LLC?
The latest loaded Form 5500 filing year for National Benefit Services, LLC is 2023.

Related Form 5500 pages