Nana Regional Corporation, Inc. Compensation Deferral Plan — Form 5500 plan (Nana Regional Corporation, Inc.)

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, Nana Regional Corporation, Inc. Compensation Deferral Plan is a benefit plan reported by Nana Regional Corporation, Inc. under EIN 92-0042024 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,028 participants and $177,863,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nana Regional Corporation, Inc.
EIN
92-0042024
Plan number
333
Plan type
3
Location
Anchorage, AK
Latest filing year
2023
Participants
4,028
End-of-year plan assets
$177,863,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,028H, C20241015164314NAL0016899411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$177,863,915
Total liabilities (EOY)
$97,119
Net assets (EOY)
$177,766,796
Net assets (BOY)
$151,753,471

Income & contributions

Employer contributions
$3,954,483
Participant contributions
$12,404,449
Total contributions
$17,843,791
Total income / additions
$41,477,776

Expenses & distributions

Benefits paid
$15,152,429
Administrative expenses
$312,022
Total expenses
$15,464,451
Net increase / (decrease)
$26,013,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$258,037$02023
Ubs Financial ServicesINVEST MGMT$53,985not reported in the loaded dataset2023

Related Form 5500 pages