Adjustable Plan Of The National Retirement Fund — Form 5500 plan (Bd Of Trustees-Adjustable Plan Of The National Retirement Fund)
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, Adjustable Plan Of The National Retirement Fund is a benefit plan reported by Bd Of Trustees-Adjustable Plan Of The National Retirement Fund under EIN 13-6130178 and plan number 002. The latest loaded filing year is 2023. The filing reports 37,754 participants and $139,490,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees-Adjustable Plan Of The National Retirement Fund
- EIN
- 13-6130178
- Plan number
- 002
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 37,754
- End-of-year plan assets
- $139,490,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,754 | H, C | 20241016161034NAL0032025073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,490,602
- Total liabilities (EOY)
- $449,806
- Net assets (EOY)
- $139,040,796
- Net assets (BOY)
- $114,931,239
Income & contributions
- Employer contributions
- $13,803,218
- Total contributions
- $13,803,218
- Total income / additions
- $28,688,968
Expenses & distributions
- Benefits paid
- $176,329
- Administrative expenses
- $4,403,082
- Total expenses
- $4,579,411
- Net increase / (decrease)
- $24,109,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INT | $2,328,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $189,682 | not reported in the loaded dataset | 2023 |
| Aligraphics, A Division Of Aeba | OWNED BY PARTY-IN-INT | $119,541 | not reported in the loaded dataset | 2023 |
| Legacy Plan Of The National Retirem | PARTY-IN-INTEREST | $95,484 | not reported in the loaded dataset | 2023 |
| Hirtle, Callaghan & Company | PARTY-IN-INTEREST | $91,587 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | NONE | $58,749 | not reported in the loaded dataset | 2023 |
| Virtual Benefits Administrators | NONE | $0 | $51,876 | 2023 |
| Hardman Johnston Global Advisors | NONE | $48,691 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $46,000 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, National Assoc | NONE | $41,254 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Ss&C Technologies | NONE | $0 | $17,172 | 2023 |
| Amalgamated Life Insurance Company | OWNED BY PARTY-IN-INT | $8,849 | not reported in the loaded dataset | 2023 |
| Lifestatus360, LLC | NOVE | $5,548 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees-Adjustable Plan Of The National Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Aligraphics, A Division Of Aeba — Schedule C compensation
- Legacy Plan Of The National Retirem — Schedule C compensation
- Hirtle, Callaghan & Company — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Virtual Benefits Administrators — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Jpmorgan Chase Bank, National Assoc — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Ss&C Technologies — Schedule C compensation
- Amalgamated Life Insurance Company — Schedule C compensation
- Lifestatus360, LLC — Schedule C compensation