Be The Match/Nmdp Employee Savings Plan — Form 5500 plan (National Marrow Donor Program)
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, Be The Match/Nmdp Employee Savings Plan is a benefit plan reported by National Marrow Donor Program under EIN 84-0865803 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,959 participants and $142,918,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Marrow Donor Program
- EIN
- 84-0865803
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 1,959
- End-of-year plan assets
- $142,918,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,959 | H, C | 20250331150123NAL0006448177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,918,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,918,453
- Net assets (BOY)
- $103,950,037
Income & contributions
- Participant contributions
- $15,541,245
- Total contributions
- $17,317,196
- Total income / additions
- $46,704,777
Expenses & distributions
- Benefits paid
- $7,478,819
- Administrative expenses
- $257,542
- Total expenses
- $7,736,361
- Net increase / (decrease)
- $38,968,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $257,542 | $554 | 2023 |
| 401(K) Advisors, Inc. | INVESTMENT ADVISORY | $0 | $25,000 | 2023 |
| Christensen Group Financial, LLC | RECORDKEEPER/BOOKKEEPER | $0 | $7,500 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Marrow Donor Program
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Principal Life Insurance Company — Schedule C compensation
- 401(K) Advisors, Inc. — Schedule C compensation
- Christensen Group Financial, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation