2023 Form 5500 filing — The Nemours Foundation Pension 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 20240918093850NAL0007386368001) for The Nemours Foundation Pension Plan, reported by The Nemours Foundation under EIN 59-0634433 and plan number 001. It reports 3,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918093850NAL0007386368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Nemours Foundation
- EIN
- 59-0634433
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 3,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $632,830,447
- Total liabilities (EOY)
- $2,532,067
- Net assets (EOY)
- $630,298,380
- Employer contributions
- $20,000,000
- Total income / additions
- $95,736,402
- Benefits paid
- $57,847,598
- Administrative expenses
- $4,191,837
- Total expenses
- $62,039,435
- Net increase / (decrease)
- $33,696,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $835,300 | not reported in the loaded dataset |
| Polunin Capital Partners Limited | NONE | $220,792 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $154,334 | $0 |
| Kpmg | NONE | $141,972 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $107,026 | $0 |
| Merewether Investment Mgmt, Lp | NONE | $37,621 | $0 |