National Church Residences 403(B) Savings Plan — Form 5500 plan (National Church Residences)

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 Church Residences 403(B) Savings Plan is a benefit plan reported by National Church Residences under EIN 31-0651750 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,803 participants and $50,989,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Church Residences
EIN
31-0651750
Plan number
003
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
2,803
End-of-year plan assets
$50,989,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,803H, C20240918114030NAL0007697056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,989,674
Total liabilities (EOY)
$0
Net assets (EOY)
$50,989,674
Net assets (BOY)
$42,445,287

Income & contributions

Participant contributions
$5,941,559
Total contributions
$6,142,956
Total income / additions
$13,671,909

Expenses & distributions

Benefits paid
$4,958,832
Administrative expenses
$168,690
Total expenses
$5,127,522
Net increase / (decrease)
$8,544,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$131,190$02023
Highland ConsultingCONSULTING$37,500not reported in the loaded dataset2023

Related Form 5500 pages