2023 Form 5500 filing — National Plus 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 20241002100448NAL0008122321001) for National Plus Plan, reported by Board Of Trustees Of The National Plus Plan under EIN 13-3513611 and plan number 001. It reports 35,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002100448NAL0008122321001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The National Plus Plan
- EIN
- 13-3513611
- Plan number
- 001
- Location
- Lincoln, RI
- Participants
- 35,871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,713,396
- Total liabilities (EOY)
- $1,278,825
- Net assets (EOY)
- $206,434,571
- Employer contributions
- $6,096,112
- Participant contributions
- $4,472,545
- Total income / additions
- $39,778,273
- Benefits paid
- $18,845,235
- Administrative expenses
- $881,469
- Total expenses
- $19,726,704
- Net increase / (decrease)
- $20,051,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Life Insurance Co | RETAINED BY CLIENT | $327,636 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | RETAINED BY CLIENT | $237,149 | not reported in the loaded dataset |
| Innovative Software Solutions | RETAINED BY CLIENT | $90,164 | not reported in the loaded dataset |
| J W Thompson Investments LLC | RETAINED BY CLIENT | $75,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | RETAINED BY CLIENT | $44,136 | $0 |
| Alliant Insurance | RETAINED BY CLIENT | $30,165 | not reported in the loaded dataset |
| Novak Francella | RETAINED BY CLIENT | $25,000 | not reported in the loaded dataset |
| National Retirement Fund | RETAINED BY CLIENT | $19,399 | not reported in the loaded dataset |
| Alico | RETAINED BY CLIENT | $16,771 | not reported in the loaded dataset |
| Andco Consulting LLC | RETAINED BY CLIENT | $15,000 | not reported in the loaded dataset |