2023 Form 5500 filing — Ncmic Group, Inc. Retirement Savings 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 20240912102529NAL0004365299001) for Ncmic Group, Inc. Retirement Savings Plan, reported by Ncmic Group, Inc. under EIN 42-1469363 and plan number 002. It reports 242 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)$56.6MReported net assets$56,624,031
Participants242
Provider compensation$28.3K1 Schedule C row(s)$28,300
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912102529NAL0004365299001
Plan sponsor
Ncmic Group, Inc.
EIN
42-1469363
Plan number
002
Location
Clive, IA
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)$56.6M total assets
Net assets$56.6MLiabilities$0
Money in vs. money out
Total income / additions$13.8M
Total expenses$5.7M
Benefits paid / distributions$5.6M
Contributions
Employer$2.5M
Participant$2.2M
Full reported line items
Total assets (EOY)
$56,624,031
Total liabilities (EOY)
$0
Net assets (EOY)
$56,624,031
Employer contributions
$2,472,083
Participant contributions
$2,165,166
Total income / additions
$13,826,689
Benefits paid
$5,608,712
Administrative expenses
$39,646
Total expenses
$5,678,468
Net increase / (decrease)
$8,148,221

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$28,300$0

Related Form 5500 pages