2023 Form 5500 filing — National Audubon Society Tax Deferred Annuity 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 20241015210414NAL0017218387003) for National Audubon Society Tax Deferred Annuity Plan, reported by National Audubon Society Inc under EIN 13-1624102 and plan number 003. It reports 1,336 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)$119.1MReported net assets$119,108,730

Participants1.3K1,336

Provider compensation$102.3K5 Schedule C row(s)$102,346

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015210414NAL0017218387003
Plan sponsor: National Audubon Society Inc
EIN: 13-1624102
Plan number: 003
Location: New York, NY
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)$119.1M total assets

Net assets$119.1MLiabilities—

Money in vs. money out

Total income / additions$30.3M

Total expenses$9.1M

Benefits paid / distributions$9M

Contributions

Employer$4.1M

Participant$4.8M

Full reported line items

Total assets (EOY): $119,108,730
Net assets (EOY): $119,108,730
Employer contributions: $4,119,123
Participant contributions: $4,847,268
Total income / additions: $30,320,170
Benefits paid: $8,975,656
Administrative expenses: $102,370
Total expenses: $9,083,940
Net increase / (decrease): $21,236,230

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$99.8K
RECORDKEEPER · Direct $99.8K · Indirect $0
2
Fidelity Investments Institutional$2.5K
RECORDKEEPER · Direct $2.5K
3
National Financial Serivces$0
SECURITIES BROKER · Direct $0 · Indirect $0
4
Mid Atlantic Capital Corporation$0
SECURITIES BROKER · Direct $0 · Indirect $0
5
Tiaa$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015210414NAL0017218387003 cover?: It is the 2023 Form 5500 filing for National Audubon Society Tax Deferred Annuity Plan, reported by National Audubon Society Inc (EIN 13-1624102).
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).