2023 Form 5500 filing — Navy-Marine Corps Relief Society 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 20241014083839NAL0014653859001) for Navy-Marine Corps Relief Society Employees' Pension Plan, reported by Navy-Marine Corps Relief Society - Nmcrs under EIN 53-0204618 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083839NAL0014653859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Navy-Marine Corps Relief Society - Nmcrs
- EIN
- 53-0204618
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,017,083
- Net assets (EOY)
- $50,017,083
- Employer contributions
- $100,000
- Total income / additions
- $7,350,586
- Benefits paid
- $3,531,554
- Administrative expenses
- $179,981
- Total expenses
- $3,711,535
- Net increase / (decrease)
- $3,639,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $110,495 | not reported in the loaded dataset |
| Suntrust | NONE | $69,486 | not reported in the loaded dataset |