Nasco Pension Plan — Form 5500 plan (Nasco Education LLC)
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, Nasco Pension Plan is a benefit plan reported by Nasco Education LLC under EIN 81-2923579 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $17,096,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nasco Education LLC
- EIN
- 81-2923579
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $17,096,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20250602125846NAL0006846739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,096,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,096,341
- Net assets (BOY)
- $16,537,540
Income & contributions
- Employer contributions
- $334,638
- Total contributions
- $334,638
- Total income / additions
- $2,140,937
Expenses & distributions
- Benefits paid
- $1,204,219
- Administrative expenses
- $377,917
- Total expenses
- $1,582,136
- Net increase / (decrease)
- $558,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,800 | $0 | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $11,121 | not reported in the loaded dataset | 2023 |