Natera 401(K) Plan — Form 5500 plan (Natera)

Plain-English plan 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, Natera 401(K) Plan is a benefit plan reported by Natera under EIN 01-0894487 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,653 participants and $217,011,757 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Natera
EIN
01-0894487
Plan number
001
Plan type
2
Location
San Carlos, CA
Latest filing year
2023
Participants
3,653
End-of-year plan assets
$217,011,757

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,653H, C20250410170439NAL0024643409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$217,011,757
Total liabilities (EOY)
$0
Net assets (EOY)
$217,011,757
Net assets (BOY)
$150,043,392

Income & contributions

Employer contributions
$8,578,925
Participant contributions
$31,584,041
Total contributions
$45,903,897
Total income / additions
$80,493,237

Expenses & distributions

Benefits paid
$13,409,434
Administrative expenses
$80,270
Total expenses
$13,524,872
Net increase / (decrease)
$66,968,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersPLAN ADMINISTRATOR$60,532not reported in the loaded dataset2023
Pw Partners LLCACCOUNTANT/AUDITOR$39,278not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$19,539$02023

Related Form 5500 pages