Plan5500

The Nord Center Retirement Plan — Form 5500 plan (The Nord Center)

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, The Nord Center Retirement Plan is a benefit plan reported by The Nord Center under EIN 34-0949459 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $10,597,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Nord Center
EIN
34-0949459
Plan number
001
Plan type
2
Location
Lorain, OH
Latest filing year
2023
Participants
398
End-of-year plan assets
$10,597,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023398H, C20241231094935NAL0016938593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,597,357
Total liabilities (EOY)
$0
Net assets (EOY)
$10,597,357
Net assets (BOY)
$11,001,672

Income & contributions

Employer contributions
$176,375
Participant contributions
$579,825
Total contributions
$896,284
Total income / additions
$2,251,461

Expenses & distributions

Benefits paid
$2,563,578
Administrative expenses
$92,198
Total expenses
$2,655,776
Net increase / (decrease)
-$404,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$55,989not reported in the loaded dataset2023
Axa Advisors, LLCINVESTMENT ADVISOR$26,306not reported in the loaded dataset2023
Rea & AssociatesTHIRD PARTY ADMIN$9,744$5,3052023
Empower Advisory Group, LLCINVESTMENT MGMT$159not reported in the loaded dataset2023

Related Form 5500 pages