2023 Form 5500 filing — National Life Insurance Company Agency Employees 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 20241011155821NAL0011151747001) for National Life Insurance Company Agency Employees Pension Plan, reported by National Life Insurance Company under EIN 03-0144090 and plan number 333. It reports 65 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241011155821NAL0011151747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Life Insurance Company
- EIN
- 03-0144090
- Plan number
- 333
- Location
- Montpelier, VT
- Participants
- 65
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,923
- Total income / additions
- $593,551
- Benefits paid
- $12,764,911
- Administrative expenses
- $190,020
- Total expenses
- $12,954,931
- Net increase / (decrease)
- -$12,361,380
- Schedule source
- Schedule H