2023 Form 5500 filing — National Rural Letter Carriers' Association 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 20241015134033NAL0029819697002) for National Rural Letter Carriers' Association Retirement Plan, reported by National Rural Letter Carriers' Association under EIN 53-0116149 and plan number 001. It reports 504 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)$9.6MReported net assets$9,582,874
Participants504
Provider compensation$4.1K1 Schedule C row(s)$4,079
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134033NAL0029819697002
Plan sponsor
National Rural Letter Carriers' Association
EIN
53-0116149
Plan number
001
Location
Alexandria, VA
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)$9.6M total assets
Net assets$9.6MLiabilities
Money in vs. money out
Total income / additions$2.5M
Total expenses$508.2K
Benefits paid / distributions$495.2K
Contributions
Employer$218.3K
Participant$959.6K
Full reported line items
Total assets (EOY)
$9,582,874
Net assets (EOY)
$9,582,874
Employer contributions
$218,251
Participant contributions
$959,624
Total income / additions
$2,484,030
Benefits paid
$495,240
Administrative expenses
$12,920
Total expenses
$508,160
Net increase / (decrease)
$1,975,870
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $4.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134033NAL0029819697002 cover?
It is the 2023 Form 5500 filing for National Rural Letter Carriers' Association Retirement Plan, reported by National Rural Letter Carriers' Association (EIN 53-0116149).
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).

Related Form 5500 pages