2023 Form 5500 filing — National Federation Of Independent Business Retirement 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 20240826185159NAL0010011665001) for National Federation Of Independent Business Retirement Plan, reported by National Federation Of Independent Business, Inc. under EIN 94-0707299 and plan number 001. It reports 1,281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826185159NAL0010011665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Federation Of Independent Business, Inc.
- EIN
- 94-0707299
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 1,281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,807,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,807,504
- Employer contributions
- $0
- Total income / additions
- $4,284,674
- Benefits paid
- $45,384,500
- Administrative expenses
- $1,128,584
- Total expenses
- $46,513,084
- Net increase / (decrease)
- -$42,228,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates Inc. | NONE | $97,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $38,253 | $0 |
| Lbmc, Pc | NONE | $13,300 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $11,775 | not reported in the loaded dataset |
| Acadian Asset Management Hq | NONE | $10,051 | not reported in the loaded dataset |