2023 Form 5500 filing — Federal National Mortgage Association Retirement Savings Plan For Employees
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 20241001163327NAL0014364418001) for Federal National Mortgage Association Retirement Savings Plan For Employees, reported by Federal National Mortgage Association under EIN 52-0883107 and plan number 001. It reports 12,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001163327NAL0014364418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federal National Mortgage Association
- EIN
- 52-0883107
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 12,137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,918,113,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,918,113,552
- Employer contributions
- $110,400,007
- Participant contributions
- $133,489,154
- Total income / additions
- $894,478,474
- Benefits paid
- $190,430,435
- Administrative expenses
- $1,243,914
- Total expenses
- $191,733,534
- Net increase / (decrease)
- $702,744,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $1,375,637 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$135,488 | $0 |