Nisa Investment Advisors, 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, Nisa Investment Advisors, LLC (EIN 48-1140940) is a plan sponsor located in St. Louis, MO with 2 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
48-1140940
Location
St. Louis, MO
Loaded plans
2
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 Nisa Investment Advisors, LLC

  • 2 loaded plans hold $103.4M in reported assets.
  • The largest, Nisa Investment Advisors, LLC Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 848 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$103.4MSummed across loaded plans$103,437,207
Total reported assets$103.4M$103,437,207
Total reported participants848
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$103.4M total assets
Net assets$103.4MLiabilities
Contributions & income
Employer contributions$3.9M
Participant contributions$5.3M
Total income / additions$26.4M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$25.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Nisa Investment Advisors, LLC Profit Sharing Plan
Participants per plan424Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 458 participants · 2023
  2. 2
    Nisa Investment Advisors, LLC Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 390 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Nisa Investment Advisors, LLC. Open one for its full reported snapshot.

  1. 2023
    Nisa Investment Advisors, LLC Health & Welfare Plan390 participants · 2No schedules
    View filing →
  2. 2023
    Nisa Investment Advisors, LLC Profit Sharing Plan458 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Nisa Investment Advisors, LLC report on Form 5500?
Nisa Investment Advisors, LLC (EIN 48-1140940) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Nisa Investment Advisors, LLC?
The Employer Identification Number (EIN) reported for Nisa Investment Advisors, LLC is 48-1140940.
What is the latest Form 5500 filing year for Nisa Investment Advisors, LLC?
The latest loaded Form 5500 filing year for Nisa Investment Advisors, LLC is 2023.

Related Form 5500 pages