2023 Form 5500 filing — National Fire Protection Association Employees' 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 20240829135409NAL0007655155001) for National Fire Protection Association Employees' Retirement Plan, reported by National Fire Protection Association under EIN 04-1653090 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829135409NAL0007655155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Fire Protection Association
- EIN
- 04-1653090
- Plan number
- 001
- Location
- Quincy, MA
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,750,448
- Total liabilities (EOY)
- $80,264
- Net assets (EOY)
- $107,670,184
- Employer contributions
- $0
- Total income / additions
- $12,151,250
- Benefits paid
- $6,368,576
- Administrative expenses
- $411,899
- Total expenses
- $6,780,475
- Net increase / (decrease)
- $5,370,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | TRUSTEE | $116,968 | not reported in the loaded dataset |
| Wellington Trust | NONE | $102,420 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $65,396 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $19,250 | not reported in the loaded dataset |