2023 Form 5500 filing — Northern Rivers Family Services, Inc. And Member Agencies 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 20250410093120NAL0040758082001) for Northern Rivers Family Services, Inc. And Member Agencies Retirement Plan, reported by Northern Rivers Family Services, Inc. under EIN 46-0759782 and plan number 001. It reports 2,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410093120NAL0040758082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Rivers Family Services, Inc.
- EIN
- 46-0759782
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 2,130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,047,359
- Total liabilities (EOY)
- $19,210
- Net assets (EOY)
- $53,028,149
- Employer contributions
- $2,657,511
- Participant contributions
- $2,414,159
- Total income / additions
- $11,331,562
- Benefits paid
- $4,779,507
- Administrative expenses
- $155,643
- Total expenses
- $4,954,750
- Net increase / (decrease)
- $6,376,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nbt Bancorp Na | NONE | $155,643 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $26 | $14,226 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Epic Retirement Plan Services | NONE | $0 | $0 |