2023 Form 5500 filing — National Federation Of Independent Business Retirement Plan
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 20240826185159NAL0010011665001) for National Federation Of Independent Business Retirement Plan, reported by National Federation Of Independent Business, Inc. under EIN 94-0707299 and plan number 001. It reports 1,281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$33.8MReported net assets$33,807,504
Participants1.3K1,281
Provider compensation$170.4K5 Schedule C row(s)$170,379
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240826185159NAL0010011665001
- Plan sponsor
- National Federation Of Independent Business, Inc.
- EIN
- 94-0707299
- Plan number
- 001
- Location
- Nashville, TN
- Received date
- not reported in the loaded dataset
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)$33.8M total assets
Net assets$33.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $33,807,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,807,504
- Employer contributions
- $0
- Total income / additions
- $4,284,674
- Benefits paid
- $45,384,500
- Administrative expenses
- $1,128,584
- Total expenses
- $46,513,084
- Net increase / (decrease)
- -$42,228,410
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates Inc. | NONE | $97,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $38,253 | $0 |
| Lbmc, Pc | NONE | $13,300 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $11,775 | not reported in the loaded dataset |
| Acadian Asset Management Hq | NONE | $10,051 | not reported in the loaded dataset |