Natural Resources Defense Council Tax Deferred Annuity Retirement Plan — Form 5500 plan (Natural Resources Defense Council, Inc.)
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, Natural Resources Defense Council Tax Deferred Annuity Retirement Plan is a benefit plan reported by Natural Resources Defense Council, Inc. under EIN 13-2654926 and plan number 001. The latest loaded filing year is 2023. The filing reports 984 participants and $207,716,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natural Resources Defense Council, Inc.
- EIN
- 13-2654926
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 984
- End-of-year plan assets
- $207,716,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 984 | H, C | 20241014135152NAL0013399715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,716,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,716,368
- Net assets (BOY)
- $168,062,536
Income & contributions
- Employer contributions
- $8,986,831
- Participant contributions
- $9,166,427
- Total contributions
- $20,965,589
- Total income / additions
- $52,389,629
Expenses & distributions
- Benefits paid
- $12,702,146
- Administrative expenses
- $29,398
- Total expenses
- $12,735,797
- Net increase / (decrease)
- $39,653,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| High Tower Advisors LLC | INVESTMENT ADVISOR | $58,929 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors, LLC. | INVESTMENT ADVISOR | $27,794 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | ACCOUNTANT/AUDITOR | $23,320 | not reported in the loaded dataset | 2023 |
| Polsinelli Pc | ATTORNEY/LEGAL | $5,256 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$85,650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natural Resources Defense Council, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- High Tower Advisors LLC — Schedule C compensation
- Fiducient Advisors, LLC. — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Polsinelli Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation