Plan5500

National Heritage Academies, Inc. Retirement Savings Plan — Form 5500 plan (National Heritage Academies, Inc.)

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 Heritage Academies, Inc. Retirement Savings Plan is a benefit plan reported by National Heritage Academies, Inc. under EIN 38-3244019 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,224 participants and $265,325,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Heritage Academies, Inc.
EIN
38-3244019
Plan number
001
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
9,224
End-of-year plan assets
$265,325,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,224H, C20241007155420NAL0009024563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$265,325,682
Total liabilities (EOY)
$0
Net assets (EOY)
$265,325,682
Net assets (BOY)
$216,403,164

Income & contributions

Employer contributions
$8,125,968
Participant contributions
$21,738,475
Total contributions
$32,012,708
Total income / additions
$74,798,219

Expenses & distributions

Benefits paid
$24,997,080
Administrative expenses
$873,838
Total expenses
$25,875,701
Net increase / (decrease)
$48,922,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$778,332$02023
Stiefel Nicolaus & Company, Inc.RETAINED BY PLAN SPONSOR$82,000not reported in the loaded dataset2023
Hungerford NicholsRETAINED BY PLAN SPONSOR$11,800not reported in the loaded dataset2023

Related Form 5500 pages