2023 Form 5500 filing — National Electrical Benefit Fund Defined Contribution 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 20250128143143NAL0008530755001) for National Electrical Benefit Fund Defined Contribution Plan, reported by National Electrical Benefit Fund under EIN 53-0181657 and plan number 051. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$40.3MReported net assets$40,298,219
Participants236
Provider compensation$39.4K1 Schedule C row(s)$39,418
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250128143143NAL0008530755001
- Plan sponsor
- National Electrical Benefit Fund
- EIN
- 53-0181657
- Plan number
- 051
- Location
- Rockville, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$40.3M total assets
Net assets$40.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $40,298,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,298,219
- Employer contributions
- $1,631,013
- Total income / additions
- $6,922,169
- Benefits paid
- $1,694,405
- Administrative expenses
- $40,667
- Total expenses
- $1,735,072
- Net increase / (decrease)
- $5,187,097
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,418 | $0 |