2023 Form 5500 filing — National Express Safe Harbor 401k 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 20241007120026NAL0015132129001) for National Express Safe Harbor 401k Plan, reported by Durham School Services, L.P. under EIN 95-3320487 and plan number 003. It reports 21,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007120026NAL0015132129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Durham School Services, L.P.
- EIN
- 95-3320487
- Plan number
- 003
- Location
- Lisle, IL
- Participants
- 21,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,439,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,439,833
- Employer contributions
- $6,258,208
- Participant contributions
- $12,836,378
- Total income / additions
- $38,501,565
- Benefits paid
- $15,981,023
- Administrative expenses
- $523,992
- Total expenses
- $16,505,015
- Net increase / (decrease)
- $21,996,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $459,243 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE | $39,749 | not reported in the loaded dataset |
| Mycio Wealth Partners LLC | NONE | $25,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |