2023 Form 5500 filing — The Nord Center 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 20241231094935NAL0016938593001) for The Nord Center Retirement Plan, reported by The Nord Center under EIN 34-0949459 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241231094935NAL0016938593001
Filing year
2023
Form type
2
Plan sponsor
The Nord Center
EIN
34-0949459
Plan number
001
Location
Lorain, OH
Participants
398
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,597,357
Total liabilities (EOY)
$0
Net assets (EOY)
$10,597,357
Employer contributions
$176,375
Participant contributions
$579,825
Total income / additions
$2,251,461
Benefits paid
$2,563,578
Administrative expenses
$92,198
Total expenses
$2,655,776
Net increase / (decrease)
-$404,315
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$55,989not reported in the loaded dataset
Axa Advisors, LLCINVESTMENT ADVISOR$26,306not reported in the loaded dataset
Rea & AssociatesTHIRD PARTY ADMIN$9,744$5,305
Empower Advisory Group, LLCINVESTMENT MGMT$159not reported in the loaded dataset

Related Form 5500 pages