Plan5500

National Federation Of Independent Business Retirement Plan — Form 5500 plan (National Federation Of Independent Business, 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, National Federation Of Independent Business Retirement Plan is a benefit plan reported by National Federation Of Independent Business, Inc. under EIN 94-0707299 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,281 participants and $33,807,504 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$33.8MPlan net assets, end of year$33,807,504
Participants1.3KCovered participants reported1,281
Assets / participant$26.4KComputed: assets ÷ participants$26,391 (computed)
Provider compensation$170.4K5 Schedule C provider row(s)$170,379
Plan sponsor
National Federation Of Independent Business, Inc.
EIN
94-0707299
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,281 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$33.8M total assets
Net assets$33.8MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$46.5M
Benefits paid / distributions$45.4M
Contributions
Employer$0
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$33,807,504
Total liabilities (EOY)
$0
Net assets (EOY)
$33,807,504
Net assets (BOY)
$76,035,914

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$4,284,674

Expenses & distributions

Benefits paid
$45,384,500
Administrative expenses
$1,128,584
Total expenses
$46,513,084
Net increase / (decrease)
-$42,228,410
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets138%Computed ratio
Benefits paid ÷ total income1059%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Marquette Associates Inc.$97K
    NONE · Direct $97K
  2. 2
    Northern Trust Company$38.3K
    NONE · Direct $38.3K · Indirect $0
  3. 3
    Lbmc, Pc$13.3K
    NONE · Direct $13.3K
  4. 4
    Kayne Anderson Rudnick$11.8K
    NONE · Direct $11.8K
  5. 5
    Acadian Asset Management Hq$10.1K
    NONE · Direct $10.1K

What to inspect next

Frequently asked questions

Who sponsors the National Federation Of Independent Business Retirement Plan?
National Federation Of Independent Business Retirement Plan is reported as sponsored by National Federation Of Independent Business, Inc. (EIN 94-0707299, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for National Federation Of Independent Business Retirement Plan?
The latest Form 5500 filing year loaded for National Federation Of Independent Business Retirement Plan is 2023.
How many participants does National Federation Of Independent Business Retirement Plan report?
National Federation Of Independent Business Retirement Plan reports 1,281 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for National Federation Of Independent Business Retirement Plan?
National Federation Of Independent Business Retirement Plan reports $33,807,504 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages