2023 Form 5500 filing — Nfi Group - Participating Union 401(K) 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 20240813175113NAL0005977539001) for Nfi Group - Participating Union 401(K) Plan, reported by New Flyer Holdings, Inc. under EIN 98-0468607 and plan number 003. It reports 1,043 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813175113NAL0005977539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Flyer Holdings, Inc.
- EIN
- 98-0468607
- Plan number
- 003
- Location
- Des Plaines, IL
- Participants
- 1,043
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,785,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,785,764
- Employer contributions
- $1,536,517
- Participant contributions
- $1,899,323
- Total income / additions
- $7,582,622
- Benefits paid
- $2,501,587
- Administrative expenses
- $130,731
- Total expenses
- $2,632,318
- Net increase / (decrease)
- $4,950,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $75,948 | $0 |
| Miller Cooper & Co Ltd | NONE | $29,500 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $23,817 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $17,593 | not reported in the loaded dataset |