2023 Form 5500 filing — Nsm Insurance Group 401(K) 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 20241015093708NAL0029149761001) for Nsm Insurance Group 401(K) Plan, reported by Nsm Insurance Group, LLC under EIN 83-0348144 and plan number 001. It reports 1,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093708NAL0029149761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nsm Insurance Group, LLC
- EIN
- 83-0348144
- Plan number
- 001
- Location
- Conshohocken, PA
- Participants
- 1,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,043,033
- Net assets (EOY)
- $60,043,033
- Employer contributions
- $3,323,417
- Participant contributions
- $5,059,066
- Total income / additions
- $23,449,869
- Benefits paid
- $3,241,998
- Administrative expenses
- $143,924
- Total expenses
- $3,412,125
- Net increase / (decrease)
- $20,037,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $93,991 | $0 |
| Trinity Investment Advisors, LLC | INVESTMENT ADVISORY | $49,933 | $0 |
| Limestone Pension Associates, LLC | OTHER SERVICES | not reported in the loaded dataset | $16,213 |