2023 Form 5500 filing — Nonprofit Association Of The Midlands 403(B) 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 20241015140701NAL0048308160001) for Nonprofit Association Of The Midlands 403(B) Plan, reported by Nonprofit Association Of The Midlan Ds under EIN 47-0778684 and plan number 001. It reports 4,235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140701NAL0048308160001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Nonprofit Association Of The Midlan Ds
- EIN
- 47-0778684
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 4,235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,411,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,411,850
- Employer contributions
- $2,976,653
- Participant contributions
- $6,242,929
- Total income / additions
- $17,308,556
- Benefits paid
- $5,380,116
- Administrative expenses
- $180,977
- Total expenses
- $5,585,977
- Net increase / (decrease)
- $11,722,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $129,873 | $0 |
| Benefit Plans Inc | TPA | $89,847 | $24,043 |
| Capfinancial Partners, LLC | ADVISOR | $37,500 | not reported in the loaded dataset |
| Cambridge Investment Research Adv | ADVISOR | $32,671 | not reported in the loaded dataset |
| Captrust | ADVISOR | $20,959 | not reported in the loaded dataset |
| Lincoln National Corp | SERVICE PROVIDER | $475 | $0 |
| Empower Annuity Ins Company | RECORDKEEPER | $180 | $0 |
| Deboer & Associates | AUDITOR | $0 | not reported in the loaded dataset |