2023 Form 5500 filing — Nfp Corp. 401(K) 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 20241015070246NAL0015928547001) for Nfp Corp. 401(K) Plan, reported by Nfp Corp. under EIN 13-4029115 and plan number 001. It reports 7,180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070246NAL0015928547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nfp Corp.
- EIN
- 13-4029115
- Plan number
- 001
- Location
- New York, NY
- Participants
- 7,180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $827,617,110
- Net assets (EOY)
- $827,617,110
- Employer contributions
- $18,350,830
- Participant contributions
- $56,868,305
- Total income / additions
- $222,510,008
- Benefits paid
- $49,384,825
- Administrative expenses
- $370,653
- Total expenses
- $49,785,576
- Net increase / (decrease)
- $172,724,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $267,159 | not reported in the loaded dataset |
| Wealthspire Advisors LLC | NONE | $37,440 | not reported in the loaded dataset |
| Bdo Usa Llp | NONE | $22,464 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $11,103 | $0 |
| Lmcg Investments LLC | NONE | $8,068 | not reported in the loaded dataset |
| Ami Asset Management Corp | NONE | $7,345 | not reported in the loaded dataset |