2023 Form 5500 filing — Employees' Retirement Plan Of The National Geographic Society
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 20241009123012NAL0009192067001) for Employees' Retirement Plan Of The National Geographic Society, reported by National Geographic Society under EIN 53-0193519 and plan number 001. It reports 970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123012NAL0009192067001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Geographic Society
- EIN
- 53-0193519
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,462,157
- Total liabilities (EOY)
- $14,758,903
- Net assets (EOY)
- $195,703,254
- Total income / additions
- $18,343,120
- Benefits paid
- $23,097,116
- Administrative expenses
- $2,230,601
- Total expenses
- $25,327,717
- Net increase / (decrease)
- -$6,984,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock | NONE | $697,313 | not reported in the loaded dataset |
| Metropolitan Life Insurance Co. | NONE | $540,117 | $24,668 |
| Milliman, Inc. | NONE | $315,259 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $51,792 | not reported in the loaded dataset |