National Life Group Pension Plan For Employees — Form 5500 plan (Nlv Financial Corporation)
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 Pension Plan For Employees is a benefit plan reported by Nlv Financial Corporation under EIN 03-0359222 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,504 participants and $322,826,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nlv Financial Corporation
- EIN
- 03-0359222
- Plan number
- 001
- Plan type
- 2
- Location
- Montpelier, VT
- Latest filing year
- 2023
- Participants
- 1,504
- End-of-year plan assets
- $322,826,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,504 | H | 20241011124750NAL0010925747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $322,826,507
- Total liabilities (EOY)
- $10,350
- Net assets (EOY)
- $322,816,157
- Net assets (BOY)
- $309,715,432
Income & contributions
- Employer contributions
- $7,000,000
- Total contributions
- $7,000,000
- Total income / additions
- $32,624,116
Expenses & distributions
- Benefits paid
- $19,169,915
- Administrative expenses
- $353,476
- Total expenses
- $19,523,391
- Net increase / (decrease)
- $13,100,725
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.