National Life Group 401(K) Plan — Form 5500 plan (National Life Insurance Company)

Plain-English plan 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, National Life Group 401(K) Plan is a benefit plan reported by National Life Insurance Company under EIN 03-0144090 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,935 participants and $297,587,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Life Insurance Company
EIN
03-0144090
Plan number
004
Plan type
2
Location
Montpelier, VT
Latest filing year
2023
Participants
1,935
End-of-year plan assets
$297,587,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,935H, C20241011095303NAL0043233762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$297,587,487
Total liabilities (EOY)
$0
Net assets (EOY)
$297,587,487
Net assets (BOY)
$259,900,906

Income & contributions

Employer contributions
$4,699,010
Participant contributions
$12,541,716
Total contributions
$22,587,775
Total income / additions
$62,449,057

Expenses & distributions

Benefits paid
$24,561,488
Administrative expenses
$200,853
Total expenses
$24,762,476
Net increase / (decrease)
$37,686,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$171,079$02023
Fiducient Advisors LLCCONTRACT ADMINISTRATOR$29,587not reported in the loaded dataset2023

Related Form 5500 pages