Employees' Retirement Plan Of The National Geographic Society — Form 5500 plan (National Geographic Society)
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, Employees' Retirement Plan Of The National Geographic Society is a benefit plan reported by National Geographic Society under EIN 53-0193519 and plan number 001. The latest loaded filing year is 2023. The filing reports 970 participants and $210,462,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Geographic Society
- EIN
- 53-0193519
- Plan number
- 001
- Plan type
- 3
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 970
- End-of-year plan assets
- $210,462,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 970 | H, C | 20241009123012NAL0009192067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,462,157
- Total liabilities (EOY)
- $14,758,903
- Net assets (EOY)
- $195,703,254
- Net assets (BOY)
- $202,687,851
Income & contributions
- Total contributions
- $0
- Total income / additions
- $18,343,120
Expenses & distributions
- Benefits paid
- $23,097,116
- Administrative expenses
- $2,230,601
- Total expenses
- $25,327,717
- Net increase / (decrease)
- -$6,984,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock | NONE | $697,313 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Co. | NONE | $540,117 | $24,668 | 2023 |
| Milliman, Inc. | NONE | $315,259 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $51,792 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Geographic Society
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Blackrock — Schedule C compensation
- Metropolitan Life Insurance Co. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation