National Indemnity Company Employee Retirement And Savings Plan — Form 5500 plan (National Indemnity Company)
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 Indemnity Company Employee Retirement And Savings Plan is a benefit plan reported by National Indemnity Company under EIN 47-0355979 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,553 participants and $503,625,300 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$503.6MPlan net assets, end of year$503,625,300
Participants3.6KCovered participants reported3,553
Assets / participant$141.7KComputed: assets ÷ participants$141,746 (computed)
Provider compensation$21.8K2 Schedule C provider row(s)$21,816
- Plan sponsor
- National Indemnity Company
- EIN
- 47-0355979
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,553 | H, C | 20240913153943NAL0011884993001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$503.6M total assets
Net assets$503.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $503,625,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $503,625,300
- Net assets (BOY)
- $403,028,047
Income & contributions
- Employer contributions
- $11,891,933
- Participant contributions
- $22,648,008
- Total contributions
- $40,569,680
- Total income / additions
- $122,753,751
Expenses & distributions
- Benefits paid
- $22,308,027
- Administrative expenses
- $24,175
- Total expenses
- $22,332,202
- Net increase / (decrease)
- $100,421,549
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,816 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |