2023 Form 5500 filing — National Association Of Government Employees And O 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 20241015152233NAL0028915841001) for National Association Of Government Employees And O Retirement Plan, reported by National Association Of Government Employees under EIN 04-2209421 and plan number 002. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152233NAL0028915841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Association Of Government Employees
- EIN
- 04-2209421
- Plan number
- 002
- Location
- Quincy, MA
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,564,346
- Total liabilities (EOY)
- $1,050
- Net assets (EOY)
- $20,563,296
- Employer contributions
- $1,280,000
- Total income / additions
- $2,759,320
- Benefits paid
- $779,255
- Administrative expenses
- $7,894
- Total expenses
- $787,149
- Net increase / (decrease)
- $1,972,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Angell Pension Group | TPA | $0 | $8,104 |
| Voya Retirement Ins & Annuity | NONE | $4,175 | $0 |