2023 Form 5500 filing — Be The Match/Nmdp Employee Savings 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 20250331150123NAL0006448177001) for Be The Match/Nmdp Employee Savings Plan, reported by National Marrow Donor Program under EIN 84-0865803 and plan number 002. It reports 1,959 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331150123NAL0006448177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Marrow Donor Program
- EIN
- 84-0865803
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 1,959
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,918,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,918,453
- Participant contributions
- $15,541,245
- Total income / additions
- $46,704,777
- Benefits paid
- $7,478,819
- Administrative expenses
- $257,542
- Total expenses
- $7,736,361
- Net increase / (decrease)
- $38,968,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $257,542 | $554 |
| 401(K) Advisors, Inc. | INVESTMENT ADVISORY | $0 | $25,000 |
| Christensen Group Financial, LLC | RECORDKEEPER/BOOKKEEPER | $0 | $7,500 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |