Plan5500

2023 Form 5500 filing — The Nemours Foundation Section 403(B) 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 20240918092710NAL0004078081001) for The Nemours Foundation Section 403(B) Plan, reported by The Nemours Foundation under EIN 59-0634433 and plan number 002. It reports 13,875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918092710NAL0004078081001
Filing year
2023
Form type
2
Plan sponsor
The Nemours Foundation
EIN
59-0634433
Plan number
002
Location
Jacksonville, FL
Participants
13,875
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,134,668,210
Net assets (EOY)
$1,134,668,210
Employer contributions
$51,084,360
Participant contributions
$61,848,075
Total income / additions
$280,713,124
Benefits paid
$69,379,124
Administrative expenses
$1,037,969
Total expenses
$70,474,080
Net increase / (decrease)
$210,239,044
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$957,454$0
ValicRECORDKEEPER$25,252not reported in the loaded dataset
Newport Trust CompanyRECORDKEEPER$18,350not reported in the loaded dataset
Larson Financial Group LLCSECURITIES BROKER$14,180not reported in the loaded dataset
Hill Ward HendersonLEGAL$6,925not reported in the loaded dataset
Mcadam LLCSECURITIES BROKER$6,892not reported in the loaded dataset
Charles Schwab & Co., Inc.SECURITIES BROKER$2,610$2,610
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages