2023 Form 5500 filing — Natural Resources Defense Council Tax Deferred Annuity Retirement 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 20241014135152NAL0013399715001) for Natural Resources Defense Council Tax Deferred Annuity Retirement Plan, reported by Natural Resources Defense Council, Inc. under EIN 13-2654926 and plan number 001. It reports 984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135152NAL0013399715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Natural Resources Defense Council, Inc.
- EIN
- 13-2654926
- Plan number
- 001
- Location
- New York, NY
- Participants
- 984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,716,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,716,368
- Employer contributions
- $8,986,831
- Participant contributions
- $9,166,427
- Total income / additions
- $52,389,629
- Benefits paid
- $12,702,146
- Administrative expenses
- $29,398
- Total expenses
- $12,735,797
- Net increase / (decrease)
- $39,653,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| High Tower Advisors LLC | INVESTMENT ADVISOR | $58,929 | not reported in the loaded dataset |
| Fiducient Advisors, LLC. | INVESTMENT ADVISOR | $27,794 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTANT/AUDITOR | $23,320 | not reported in the loaded dataset |
| Polsinelli Pc | ATTORNEY/LEGAL | $5,256 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$85,650 | $0 |