Nsm Insurance Group 401(K) Plan — Form 5500 plan (Nsm Insurance Group, 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, Nsm Insurance Group 401(K) Plan is a benefit plan reported by Nsm Insurance Group, LLC under EIN 83-0348144 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,190 participants and $60,043,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nsm Insurance Group, LLC
- EIN
- 83-0348144
- Plan number
- 001
- Plan type
- 2
- Location
- Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 1,190
- End-of-year plan assets
- $60,043,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,190 | H, C | 20241015093708NAL0029149761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,043,033
- Net assets (EOY)
- $60,043,033
- Net assets (BOY)
- $40,005,289
Income & contributions
- Employer contributions
- $3,323,417
- Participant contributions
- $5,059,066
- Total contributions
- $16,049,090
- Total income / additions
- $23,449,869
Expenses & distributions
- Benefits paid
- $3,241,998
- Administrative expenses
- $143,924
- Total expenses
- $3,412,125
- Net increase / (decrease)
- $20,037,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $93,991 | $0 | 2023 |
| Trinity Investment Advisors, LLC | INVESTMENT ADVISORY | $49,933 | $0 | 2023 |
| Limestone Pension Associates, LLC | OTHER SERVICES | not reported in the loaded dataset | $16,213 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nsm Insurance Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Conshohocken, PA
- Principal Life Insurance Company — Schedule C compensation
- Trinity Investment Advisors, LLC — Schedule C compensation
- Limestone Pension Associates, LLC — Schedule C compensation