2023 Form 5500 filing — Nhca And Affiliates Retirement And Savings 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 20241014101053NAL0013108307001) for Nhca And Affiliates Retirement And Savings Plan, reported by Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan under EIN 80-0211177 and plan number 001. It reports 9,421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101053NAL0013108307001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Trustees Of The Nhca And Affiliates Ret And Savings Plan
- EIN
- 80-0211177
- Plan number
- 001
- Location
- Valley Stream, NY
- Participants
- 9,421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $196,278,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,278,506
- Employer contributions
- $9,374,570
- Participant contributions
- $12,329,796
- Total income / additions
- $51,812,982
- Benefits paid
- $20,767,525
- Administrative expenses
- $557,616
- Total expenses
- $21,472,808
- Net increase / (decrease)
- $30,340,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $557,615 | $0 |
| Schulte Roth & Zabel Llp | LEGAL | $0 | $55,829 |
| Morgan Stanley Smith Barney LLC | OTHER SERVICES | $0 | $37,500 |
| Novak Francella Cpa | ACCOUNTANT | $0 | $15,000 |