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, National Life Group 401(K) Plan is a benefit plan reported by National Life Insurance Company under EIN 03-0144090 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,935 participants and $297,587,487 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,587,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $297,587,487
- Net assets (BOY)
- $259,900,906
Income & contributions
- Employer contributions
- $4,699,010
- Participant contributions
- $12,541,716
- Total contributions
- $22,587,775
- Total income / additions
- $62,449,057
Expenses & distributions
- Benefits paid
- $24,561,488
- Administrative expenses
- $200,853
- Total expenses
- $24,762,476
- Net increase / (decrease)
- $37,686,581