2023 Form 5500 filing — Nasco Pension 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 20250602125846NAL0006846739001) for Nasco Pension Plan, reported by Nasco Education LLC under EIN 81-2923579 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250602125846NAL0006846739001
Filing year
2023
Form type
2
Plan sponsor
Nasco Education LLC
EIN
81-2923579
Plan number
001
Location
Fort Atkinson, WI
Participants
372
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,096,341
Total liabilities (EOY)
$0
Net assets (EOY)
$17,096,341
Employer contributions
$334,638
Total income / additions
$2,140,937
Benefits paid
$1,204,219
Administrative expenses
$377,917
Total expenses
$1,582,136
Net increase / (decrease)
$558,801
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$84,800$0
Principal Global Investors, LLCINVESTMENT ADVISORY$11,121not reported in the loaded dataset

Related Form 5500 pages