2023 Form 5500 filing — Nippon Life Group Money Purchase 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 20241014164040NAL0026736337001) for Nippon Life Group Money Purchase Plan, reported by Nippon Life Group under EIN 04-2509896 and plan number 100. It reports 164 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)$22.4MReported net assets$22,414,758

Participants164

Provider compensation$37.3K3 Schedule C row(s)$37,323

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014164040NAL0026736337001
Plan sponsor: Nippon Life Group
EIN: 04-2509896
Plan number: 100
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$22.4M total assets

Net assets$22.4MLiabilities$0

Money in vs. money out

Total income / additions$4.1M

Total expenses$849.4K

Benefits paid / distributions$812.1K

Contributions

Employer$1.4M

ParticipantNot reported

Full reported line items

Total assets (EOY): $22,414,758
Total liabilities (EOY): $0
Net assets (EOY): $22,414,758
Employer contributions: $1,380,063
Total income / additions: $4,124,323
Benefits paid: $812,097
Administrative expenses: $37,323
Total expenses: $849,420
Net increase / (decrease): $3,274,903

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$37.3K
CONTRACT ADMINISTRATOR · Direct $37.3K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014164040NAL0026736337001 cover?: It is the 2023 Form 5500 filing for Nippon Life Group Money Purchase Plan, reported by Nippon Life Group (EIN 04-2509896).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).