2023 Form 5500 filing — Nas Retiree Welfare Benefit 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 20241015145415NAL0028834545001) for Nas Retiree Welfare Benefit Plan, reported by National Academy Of Sciences under EIN 53-0196932 and plan number 509. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145415NAL0028834545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Academy Of Sciences
- EIN
- 53-0196932
- Plan number
- 509
- Location
- Washington, DC
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,700,660
- Total liabilities (EOY)
- $158,748
- Net assets (EOY)
- $65,541,912
- Participant contributions
- $488,924
- Total income / additions
- $9,198,233
- Benefits paid
- $2,132,067
- Administrative expenses
- $414,686
- Total expenses
- $2,546,753
- Net increase / (decrease)
- $6,651,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Exeter Trust Company | NONE | $374,707 | not reported in the loaded dataset |
| Mercer Health And Benefits LLC | NONE | $34,852 | not reported in the loaded dataset |
| Flores And Associates | NONE | $19,146 | not reported in the loaded dataset |
| Cigna Health And Life Ins. Co. | NONE | $17,999 | not reported in the loaded dataset |
| Grant Thornton | NONE | $17,000 | not reported in the loaded dataset |