2023 Form 5500 filing — Nhe Pension 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 20241002093649NAL0008092385001) for Nhe Pension Plan, reported by Nationwide Healthcare Services LLC under EIN 26-3999886 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002093649NAL0008092385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nationwide Healthcare Services LLC
- EIN
- 26-3999886
- Plan number
- 001
- Location
- Brick, NJ
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,802,243
- Total liabilities (EOY)
- $898
- Net assets (EOY)
- $4,801,345
- Employer contributions
- $67,151
- Participant contributions
- $581,765
- Total income / additions
- $1,236,315
- Benefits paid
- $598,925
- Administrative expenses
- $36,159
- Total expenses
- $635,084
- Net increase / (decrease)
- $601,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $29,764 | $0 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISOR | $0 | $20,998 |
| Intac Actuarial Services Inc | CONTRACT ADMINISTRATOR | $3,531 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,244 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | -$955 | not reported in the loaded dataset |