Nfp Corp. 401(K) Plan — Form 5500 plan (Nfp Corp.)
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, Nfp Corp. 401(K) Plan is a benefit plan reported by Nfp Corp. under EIN 13-4029115 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,180 participants and $827,617,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nfp Corp.
- EIN
- 13-4029115
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 7,180
- End-of-year plan assets
- $827,617,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,180 | H, C | 20241015070246NAL0015928547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $827,617,110
- Net assets (EOY)
- $827,617,110
- Net assets (BOY)
- $663,748,509
Income & contributions
- Employer contributions
- $18,350,830
- Participant contributions
- $56,868,305
- Total contributions
- $98,106,912
- Total income / additions
- $222,510,008
Expenses & distributions
- Benefits paid
- $49,384,825
- Administrative expenses
- $370,653
- Total expenses
- $49,785,576
- Net increase / (decrease)
- $172,724,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $267,159 | not reported in the loaded dataset | 2023 |
| Wealthspire Advisors LLC | NONE | $37,440 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | NONE | $22,464 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $11,103 | $0 | 2023 |
| Lmcg Investments LLC | NONE | $8,068 | not reported in the loaded dataset | 2023 |
| Ami Asset Management Corp | NONE | $7,345 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nfp Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Wealthspire Advisors LLC — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Ami Asset Management Corp — Schedule C compensation