2023 Form 5500 filing — Ntess Savings And Income 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 20241010162201NAL0021430177001) for Ntess Savings And Income Plan, reported by National Technology & Engineering Solutions Of Sandia, LLC under EIN 85-0097942 and plan number 008. It reports 18,637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162201NAL0021430177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Technology & Engineering Solutions Of Sandia, LLC
- EIN
- 85-0097942
- Plan number
- 008
- Location
- Albuquerque, NM
- Participants
- 18,637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,138,288,212
- Total liabilities (EOY)
- $661,115
- Net assets (EOY)
- $6,137,627,097
- Employer contributions
- $173,044,054
- Participant contributions
- $241,453,472
- Total income / additions
- $1,515,333,751
- Benefits paid
- $411,719,640
- Administrative expenses
- $3,931,010
- Total expenses
- $415,724,799
- Net increase / (decrease)
- $1,099,608,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $1,890,216 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $665,591 | $0 |
| Alight Solutions LLC | OTHER SERVICES | $5,850 | not reported in the loaded dataset |