2023 Form 5500 filing — National Exchange Carrier Association 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 20240731133602NAL0021570161001) for National Exchange Carrier Association Retirement Savings Plan, reported by National Exchange Carrier Association, Inc. under EIN 22-2484310 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$182.1MReported net assets$182,053,545

Participants229

Provider compensation$260.6K3 Schedule C row(s)$260,650

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240731133602NAL0021570161001
Plan sponsor: National Exchange Carrier Association, Inc.
EIN: 22-2484310
Plan number: 001
Location: Morristown, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$182.1M total assets

Net assets$182.1MLiabilities$0

Money in vs. money out

Total income / additions$31.7M

Total expenses$11.5M

Benefits paid / distributions$11.3M

Contributions

Employer$4.4M

Participant$2.7M

Full reported line items

Total assets (EOY): $182,053,545
Total liabilities (EOY): $0
Net assets (EOY): $182,053,545
Employer contributions: $4,363,325
Participant contributions: $2,707,550
Total income / additions: $31,736,862
Benefits paid: $11,291,316
Administrative expenses: $183,850
Total expenses: $11,475,166
Net increase / (decrease): $20,261,696

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$184.6K
CONTRACT ADMINISTRATOR · Direct $183.8K · Indirect $723
2
Global Retirement Partners LLC$52K
INVESTMENT ADVISORY · Direct $0 · Indirect $52K
3
National Exchange Carrier Associati$24.1K
OTHER SERVICES · Direct $0 · Indirect $24.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731133602NAL0021570161001 cover?: It is the 2023 Form 5500 filing for National Exchange Carrier Association Retirement Savings Plan, reported by National Exchange Carrier Association, Inc. (EIN 22-2484310).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).