National Life Insurance Company Agency Employees Pension 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 Insurance Company Agency Employees Pension Plan is a benefit plan reported by National Life Insurance Company under EIN 03-0144090 and plan number 333. The latest loaded filing year is 2023. The filing reports 65 participants and $56,923 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
- 333
- Plan type
- 2
- Location
- Montpelier, VT
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $56,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | H | 20241011155821NAL0011151747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,923
- Net assets (BOY)
- $12,418,303
Income & contributions
- Total contributions
- $0
- Total income / additions
- $593,551
Expenses & distributions
- Benefits paid
- $12,764,911
- Administrative expenses
- $190,020
- Total expenses
- $12,954,931
- Net increase / (decrease)
- -$12,361,380
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.