2023 Form 5500 filing — Nextier Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717132252NAL0004418625001) for Nextier Retirement Savings Plan, reported by Nextier Bank, N.A. under EIN 25-0660700 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717132252NAL0004418625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nextier Bank, N.A.
- EIN
- 25-0660700
- Plan number
- 001
- Location
- Butler, PA
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,854,584
- Total liabilities (EOY)
- $18,896
- Net assets (EOY)
- $18,835,688
- Employer contributions
- $403,950
- Participant contributions
- $1,193,864
- Total income / additions
- $4,905,631
- Benefits paid
- $1,814,514
- Administrative expenses
- $83,024
- Total expenses
- $1,901,689
- Net increase / (decrease)
- $3,003,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $42,537 | $62 |
| Private Advisor Group, LLC | NONE | $40,843 | not reported in the loaded dataset |