2023 Form 5500 filing — Nasdaq 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 20241014102610NAL0053106466001) for Nasdaq Pension Plan, reported by Nasdaq, Inc. under EIN 52-1165937 and plan number 002. It reports 609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$61MReported net assets$60,957,145
Participants609
Provider compensation$572.2K2 Schedule C row(s)$572,232
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014102610NAL0053106466001
Plan sponsor
Nasdaq, Inc.
EIN
52-1165937
Plan number
002
Location
Rockville, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$61.1M total assets
Net assets$61MLiabilities$160.1K
Money in vs. money out
Total income / additions$12.1M
Total expenses$29.6M
Benefits paid / distributions$28.6M
Contributions
Employer$4.6M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$61,117,249
Total liabilities (EOY)
$160,104
Net assets (EOY)
$60,957,145
Employer contributions
$4,572,365
Total income / additions
$12,083,906
Benefits paid
$28,630,413
Administrative expenses
$955,404
Total expenses
$29,585,817
Net increase / (decrease)
-$17,501,911

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$350,850$0
Principal Global Investors, LLCINVESTMENT ADVISORY$221,382not reported in the loaded dataset

Related Form 5500 pages