2023 Form 5500 filing — National Petroleum Council Master Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715135736NAL0001365473001) for National Petroleum Council Master Trust, reported by National Petroleum Council under EIN 53-0182304 and plan number 200. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$22.7MReported net assets$22,700,560

ParticipantsNot reported

Provider compensation$73.2K3 Schedule C row(s)$73,233

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240715135736NAL0001365473001
Plan sponsor: National Petroleum Council
EIN: 53-0182304
Plan number: 200
Location: Washington, DC
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22.7M total assets

Net assets$22.7MLiabilities$0

Money in vs. money out

Total income / additions$3.3M

Total expenses$0

Benefits paid / distributions$0

Full reported line items

Total assets (EOY): $22,700,560
Total liabilities (EOY): $0
Net assets (EOY): $22,700,560
Total income / additions: $3,268,847
Benefits paid: $0
Administrative expenses: $0
Total expenses: $0
Net increase / (decrease): $3,268,847

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners LLC$73.2K
NONE · Direct $0 · Indirect $73.2K
2
Oneamerica Retirement Services LLC$0
NONE · Direct $0 · Indirect $0
3
Matrix Trust Company$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715135736NAL0001365473001 cover?: It is the 2023 Form 5500 filing for National Petroleum Council Master Trust, reported by National Petroleum Council (EIN 53-0182304).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).