The Nemours Foundation Pension Plan — Form 5500 plan (The Nemours Foundation)
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, The Nemours Foundation Pension Plan is a benefit plan reported by The Nemours Foundation under EIN 59-0634433 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,523 participants and $632,830,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Nemours Foundation
- EIN
- 59-0634433
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 3,523
- End-of-year plan assets
- $632,830,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,523 | H, C | 20240918093850NAL0007386368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $632,830,447
- Total liabilities (EOY)
- $2,532,067
- Net assets (EOY)
- $630,298,380
- Net assets (BOY)
- $596,601,413
Income & contributions
- Employer contributions
- $20,000,000
- Total contributions
- $20,000,000
- Total income / additions
- $95,736,402
Expenses & distributions
- Benefits paid
- $57,847,598
- Administrative expenses
- $4,191,837
- Total expenses
- $62,039,435
- Net increase / (decrease)
- $33,696,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $835,300 | not reported in the loaded dataset | 2023 |
| Polunin Capital Partners Limited | NONE | $220,792 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $154,334 | $0 | 2023 |
| Kpmg | NONE | $141,972 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $107,026 | $0 | 2023 |
| Merewether Investment Mgmt, Lp | NONE | $37,621 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Nemours Foundation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Willis Towers Watson Us LLC — Schedule C compensation
- Polunin Capital Partners Limited — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Kpmg — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Merewether Investment Mgmt, Lp — Schedule C compensation