2023 Form 5500 filing — The Nba Savings And Retirement Plan For Coaches, Assistant Coaches And Athletic Trainers
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 20241015113252NAL0047590224001) for The Nba Savings And Retirement Plan For Coaches, Assistant Coaches And Athletic Trainers, reported by Board Of Trustees Of The Nba Savings And Retirement Plan under EIN 84-4434281 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113252NAL0047590224001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Nba Savings And Retirement Plan
- EIN
- 84-4434281
- Plan number
- 001
- Location
- Secaucus, NJ
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,128,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,128,157
- Employer contributions
- $4,451,894
- Participant contributions
- $5,587,093
- Total income / additions
- $29,059,987
- Benefits paid
- $6,320,073
- Administrative expenses
- $38,406
- Total expenses
- $6,381,009
- Net increase / (decrease)
- $22,678,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,630 | $0 |
| Mercer Investments LLC | CONSULTANT | $10,776 | not reported in the loaded dataset |