2023 Form 5500 filing — National Master Trust

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 20241015193949NAL0015332755005) for National Master Trust, reported by National Master Trust under EIN 95-6888352 and plan number 501. It reports 2,911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,982,435
Participants2.9K2,911
Provider compensation$1.2M1 Schedule C row(s)$1,232,493
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015193949NAL0015332755005
Plan sponsor
National Master Trust
EIN
95-6888352
Plan number
501
Location
Los Angeles, CA
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)$5.8M total assets
Net assets$2MLiabilities$3.8M
Money in vs. money out
Total income / additions$4.1M
Total expenses$3.7M
Benefits paid / distributions$2.7M
Contributions
Employer$3.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,776,325
Total liabilities (EOY)
$3,793,890
Net assets (EOY)
$1,982,435
Employer contributions
$3,061,421
Total income / additions
$4,065,652
Benefits paid
$2,725,423
Administrative expenses
$956,079
Total expenses
$3,681,502
Net increase / (decrease)
$384,150
Schedule C

Reported service provider compensation

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

  1. 1
    INSURANCE COORDINATOR · Direct $1.2M · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015193949NAL0015332755005 cover?
It is the 2023 Form 5500 filing for National Master Trust, reported by National Master Trust (EIN 95-6888352).
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