2023 Form 5500 filing — Adjustable Plan Of The National Retirement Fund
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 20241016161034NAL0032025073001) for Adjustable Plan Of The National Retirement Fund, reported by Bd Of Trustees-Adjustable Plan Of The National Retirement Fund under EIN 13-6130178 and plan number 002. It reports 37,754 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016161034NAL0032025073001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees-Adjustable Plan Of The National Retirement Fund
- EIN
- 13-6130178
- Plan number
- 002
- Location
- White Plains, NY
- Participants
- 37,754
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,490,602
- Total liabilities (EOY)
- $449,806
- Net assets (EOY)
- $139,040,796
- Employer contributions
- $13,803,218
- Total income / additions
- $28,688,968
- Benefits paid
- $176,329
- Administrative expenses
- $4,403,082
- Total expenses
- $4,579,411
- Net increase / (decrease)
- $24,109,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INT | $2,328,000 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $189,682 | not reported in the loaded dataset |
| Aligraphics, A Division Of Aeba | OWNED BY PARTY-IN-INT | $119,541 | not reported in the loaded dataset |
| Legacy Plan Of The National Retirem | PARTY-IN-INTEREST | $95,484 | not reported in the loaded dataset |
| Hirtle, Callaghan & Company | PARTY-IN-INTEREST | $91,587 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $58,749 | not reported in the loaded dataset |
| Virtual Benefits Administrators | NONE | $0 | $51,876 |
| Hardman Johnston Global Advisors | NONE | $48,691 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $46,000 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $41,254 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $37,500 | not reported in the loaded dataset |
| Ss&C Technologies | NONE | $0 | $17,172 |
| Amalgamated Life Insurance Company | OWNED BY PARTY-IN-INT | $8,849 | not reported in the loaded dataset |
| Lifestatus360, LLC | NOVE | $5,548 | not reported in the loaded dataset |