National Life Insurance Company Agents Retirement Plan — Form 5500 plan (National Life Insurance Company)
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 Insurance Company Agents Retirement Plan is a benefit plan reported by National Life Insurance Company under EIN 03-0144090 and plan number 005. The latest loaded filing year is 2023. The filing reports 795 participants and $61,096,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Life Insurance Company
- EIN
- 03-0144090
- Plan number
- 005
- Plan type
- 2
- Location
- Montpelier, VT
- Latest filing year
- 2023
- Participants
- 795
- End-of-year plan assets
- $61,096,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 795 | H, C | 20241011094652NAL0022510433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,096,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,096,532
- Net assets (BOY)
- $57,403,967
Income & contributions
- Employer contributions
- $1,237,342
- Participant contributions
- $1,525,869
- Total contributions
- $3,205,841
- Total income / additions
- $12,391,938
Expenses & distributions
- Benefits paid
- $8,653,032
- Administrative expenses
- $46,341
- Total expenses
- $8,699,373
- Net increase / (decrease)
- $3,692,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,992 | $0 | 2023 |
| Fiducient Advisors LLC | CONTRACT ADMINISTRATOR | $7,642 | not reported in the loaded dataset | 2023 |