2023 Form 5500 filing — The Niac Group 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 20241010195614NAL0041401202001) for The Niac Group Pension Plan, reported by Sojitz Corporation Of America under EIN 13-5610360 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010195614NAL0041401202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sojitz Corporation Of America
- EIN
- 13-5610360
- Plan number
- 001
- Location
- New York, NY
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,891,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,891,548
- Total income / additions
- $875,736
- Benefits paid
- $737,717
- Administrative expenses
- $138,771
- Total expenses
- $876,488
- Net increase / (decrease)
- -$752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity | INVESTMENT | $46,617 | not reported in the loaded dataset |
| Bencivenga Ward Company Cpas Pc | SERVICE PROVIDER | $28,054 | not reported in the loaded dataset |
| Harper Danesh LLC | SERVICE PROVIDER | $25,802 | not reported in the loaded dataset |
| Matrix Trust Co | NONE | $12,762 | not reported in the loaded dataset |