Nasdaq Pension Plan — Form 5500 plan (Nasdaq, 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, Nasdaq Pension Plan is a benefit plan reported by Nasdaq, Inc. under EIN 52-1165937 and plan number 002. The latest loaded filing year is 2023. The filing reports 609 participants and $61,117,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nasdaq, Inc.
EIN
52-1165937
Plan number
002
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
609
End-of-year plan assets
$61,117,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20241014102610NAL0053106466001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,117,249
Total liabilities (EOY)
$160,104
Net assets (EOY)
$60,957,145
Net assets (BOY)
$78,459,056

Income & contributions

Employer contributions
$4,572,365
Total contributions
$4,572,365
Total income / additions
$12,083,906

Expenses & distributions

Benefits paid
$28,630,413
Administrative expenses
$955,404
Total expenses
$29,585,817
Net increase / (decrease)
-$17,501,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$350,850$02023
Principal Global Investors, LLCINVESTMENT ADVISORY$221,382not reported in the loaded dataset2023

Related Form 5500 pages