Norfolk Southern Corporation Medical Plan For Retirees And Ltd Participants — Form 5500 plan (Norfolk Southern Corporation)

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, Norfolk Southern Corporation Medical Plan For Retirees And Ltd Participants is a benefit plan reported by Norfolk Southern Corporation under EIN 52-1188014 and plan number 524. The latest loaded filing year is 2023. The filing reports 6,936 participants and $138,849,276 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norfolk Southern Corporation
EIN
52-1188014
Plan number
524
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
6,936
End-of-year plan assets
$138,849,276

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,936H, C20241002092624NAL0008593953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,849,276
Total liabilities (EOY)
$802,609
Net assets (EOY)
$138,046,667
Net assets (BOY)
$123,066,002

Income & contributions

Employer contributions
$18,180,148
Participant contributions
$2,476,428
Total contributions
$20,656,576
Total income / additions
$42,427,502

Expenses & distributions

Benefits paid
$26,861,508
Administrative expenses
$585,329
Total expenses
$27,446,837
Net increase / (decrease)
$14,980,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrudentialNONE$421,622$02023
The Newport Group, Inc.NONE$32,944not reported in the loaded dataset2023

Related Form 5500 pages