2023 Form 5500 filing — National Life Insurance Company Agents 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 20241011094652NAL0022510433001) for National Life Insurance Company Agents Retirement Plan, reported by National Life Insurance Company under EIN 03-0144090 and plan number 005. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094652NAL0022510433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Life Insurance Company
- EIN
- 03-0144090
- Plan number
- 005
- Location
- Montpelier, VT
- Participants
- 795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,096,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,096,532
- Employer contributions
- $1,237,342
- Participant contributions
- $1,525,869
- Total income / additions
- $12,391,938
- Benefits paid
- $8,653,032
- Administrative expenses
- $46,341
- Total expenses
- $8,699,373
- Net increase / (decrease)
- $3,692,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,992 | $0 |
| Fiducient Advisors LLC | CONTRACT ADMINISTRATOR | $7,642 | not reported in the loaded dataset |