2023 Form 5500 filing — National Bank Holdings Corporation 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 20241015160605NAL0050356640001) for National Bank Holdings Corporation 401(K) Plan, reported by National Bank Holdings Corp under EIN 27-0563799 and plan number 001. It reports 1,526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160605NAL0050356640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Bank Holdings Corp
- EIN
- 27-0563799
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 1,526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,667,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,667,614
- Employer contributions
- $1,755,697
- Participant contributions
- $5,921,860
- Total income / additions
- $20,516,100
- Benefits paid
- $9,056,619
- Administrative expenses
- $190,933
- Total expenses
- $9,247,552
- Net increase / (decrease)
- $11,268,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $130,663 | $0 |
| Lockton Investment Advisors, LLC | NONE | $42,500 | not reported in the loaded dataset |
| Cbiz Mhm, LLC | NONE | $5,250 | not reported in the loaded dataset |