2023 Form 5500 filing — National Indemnity Company Employee Retirement And 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 20240913153943NAL0011884993001) for National Indemnity Company Employee Retirement And Savings Plan, reported by National Indemnity Company under EIN 47-0355979 and plan number 001. It reports 3,553 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)$503.6MReported net assets$503,625,300
Participants3.6K3,553
Provider compensation$21.8K2 Schedule C row(s)$21,816
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913153943NAL0011884993001
Plan sponsor
National Indemnity Company
EIN
47-0355979
Plan number
001
Location
Omaha, NE
Received date
not reported in the loaded dataset
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)$503.6M total assets
Net assets$503.6MLiabilities$0
Money in vs. money out
Total income / additions$122.8M
Total expenses$22.3M
Benefits paid / distributions$22.3M
Contributions
Employer$11.9M
Participant$22.6M
Full reported line items
Total assets (EOY)
$503,625,300
Total liabilities (EOY)
$0
Net assets (EOY)
$503,625,300
Employer contributions
$11,891,933
Participant contributions
$22,648,008
Total income / additions
$122,753,751
Benefits paid
$22,308,027
Administrative expenses
$24,175
Total expenses
$22,332,202
Net increase / (decrease)
$100,421,549

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$21,816$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages