Nalc Annuity Trust Fund — Form 5500 plan (Board Of Trustees, Nalc Annuity Trust Fund)
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, Nalc Annuity Trust Fund is a benefit plan reported by Board Of Trustees, Nalc Annuity Trust Fund under EIN 52-6038252 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,663 participants and $358,755,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Nalc Annuity Trust Fund
- EIN
- 52-6038252
- Plan number
- 001
- Plan type
- 1
- Location
- Ashburn, VA
- Latest filing year
- 2023
- Participants
- 1,663
- End-of-year plan assets
- $358,755,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,663 | H | 20250411123401NAL0023222497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $358,755,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $358,755,086
- Net assets (BOY)
- $342,145,254
Income & contributions
- Employer contributions
- $11,452,895
- Total contributions
- $11,452,895
- Total income / additions
- $41,930,899
Expenses & distributions
- Benefits paid
- $25,321,067
- Administrative expenses
- $0
- Total expenses
- $25,321,067
- Net increase / (decrease)
- $16,609,832
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.