Plan5500

National Elevator Industry Fund Office Employees Db Pension Plan — 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 Elevator Industry Fund Office Employees Db Pension Plan (EIN 23-2901404) is a plan sponsor located in Newtown Square, PA 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
23-2901404
Location
Newtown Square, PA
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 Elevator Industry Fund Office Employees Db Pension Plan

  • 1 loaded plans hold $9.6M in reported assets.
  • The largest, National Elevator Industry Fund Office Employees Defined Benefit Pension Plan, holds 100% of this company's reported plan assets.
  • Plans cover 167 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.6MSummed across loaded plans$9,600,782
Total reported assets$9.6M$9,630,358
Total reported participants167
Total reported liabilities$29.6K$29,576

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$9.6MLiabilities$29.6K
Contributions & income
Employer contributions$307.8K
Participant contributionsNot reported
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$165.7K
Total expenses$165.7K
Net increase / (decrease)$1.2M

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%National Elevator Industry Fund Office Employees Defined Benefit Pension Plan
Participants per plan167Average 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
    National Elevator Industry Fund Office Employees Defined Benefit Pension Plan$9.6M
    Plan #001 · 167 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 Elevator Industry Fund Office Employees Db Pension Plan. Open one for its full reported snapshot.

  1. 2023
    National Elevator Industry Fund Office Employees Defined Benefit Pension Plan167 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Elevator Industry Fund Office Employees Db Pension Plan report on Form 5500?
National Elevator Industry Fund Office Employees Db Pension Plan (EIN 23-2901404) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Elevator Industry Fund Office Employees Db Pension Plan?
The Employer Identification Number (EIN) reported for National Elevator Industry Fund Office Employees Db Pension Plan is 23-2901404.
What is the latest Form 5500 filing year for National Elevator Industry Fund Office Employees Db Pension Plan?
The latest loaded Form 5500 filing year for National Elevator Industry Fund Office Employees Db Pension Plan is 2023.

Related Form 5500 pages