2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of National Account Service Company
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 20241014073141NAL0026764657001) for Non-Contributory Retirement Program For Certain Employees Of National Account Service Company, reported by National Account Service Company under EIN 58-1767730 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073141NAL0026764657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Account Service Company
- EIN
- 58-1767730
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,357,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,357,720
- Employer contributions
- $789,878
- Total income / additions
- $6,005,072
- Benefits paid
- $5,266,193
- Administrative expenses
- $203,457
- Total expenses
- $5,469,650
- Net increase / (decrease)
- $535,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Assocation | PLAN ADMIN | $58,161 | not reported in the loaded dataset |
| Mercer Investment | INVESTMENT | $47,513 | not reported in the loaded dataset |
| Aon Consulting, Inc. | ACTUARIAL | $36,298 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $17,773 | not reported in the loaded dataset |
| L&S Ventures LLC | CONSULTING | $11,891 | not reported in the loaded dataset |
| Grant Thornton | ACCOUNTING | $9,684 | not reported in the loaded dataset |
| Nomura Corporation | INVESTMENT MGMT | $5,065 | not reported in the loaded dataset |