2023 Form 5500 filing — Nalc Annuity Trust 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 20250411123401NAL0023222497001) for Nalc Annuity Trust Fund, reported by Board Of Trustees, Nalc Annuity Trust Fund under EIN 52-6038252 and plan number 001. It reports 1,663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250411123401NAL0023222497001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Nalc Annuity Trust Fund
- EIN
- 52-6038252
- Plan number
- 001
- Location
- Ashburn, VA
- Participants
- 1,663
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $358,755,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $358,755,086
- Employer contributions
- $11,452,895
- Total income / additions
- $41,930,899
- Benefits paid
- $25,321,067
- Administrative expenses
- $0
- Total expenses
- $25,321,067
- Net increase / (decrease)
- $16,609,832
- Schedule source
- Schedule H