National Plus Plan — Form 5500 plan (Board Of Trustees Of The National Plus Plan)
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 Plus Plan is a benefit plan reported by Board Of Trustees Of The National Plus Plan under EIN 13-3513611 and plan number 001. The latest loaded filing year is 2023. The filing reports 35,871 participants and $207,713,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The National Plus Plan
- EIN
- 13-3513611
- Plan number
- 001
- Plan type
- 1
- Location
- Lincoln, RI
- Latest filing year
- 2023
- Participants
- 35,871
- End-of-year plan assets
- $207,713,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35,871 | H, C | 20241002100448NAL0008122321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,713,396
- Total liabilities (EOY)
- $1,278,825
- Net assets (EOY)
- $206,434,571
- Net assets (BOY)
- $186,383,002
Income & contributions
- Employer contributions
- $6,096,112
- Participant contributions
- $4,472,545
- Total contributions
- $11,255,931
- Total income / additions
- $39,778,273
Expenses & distributions
- Benefits paid
- $18,845,235
- Administrative expenses
- $881,469
- Total expenses
- $19,726,704
- Net increase / (decrease)
- $20,051,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Life Insurance Co | RETAINED BY CLIENT | $327,636 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | RETAINED BY CLIENT | $237,149 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions | RETAINED BY CLIENT | $90,164 | not reported in the loaded dataset | 2023 |
| J W Thompson Investments LLC | RETAINED BY CLIENT | $75,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | RETAINED BY CLIENT | $44,136 | $0 | 2023 |
| Alliant Insurance | RETAINED BY CLIENT | $30,165 | not reported in the loaded dataset | 2023 |
| Novak Francella | RETAINED BY CLIENT | $25,000 | not reported in the loaded dataset | 2023 |
| National Retirement Fund | RETAINED BY CLIENT | $19,399 | not reported in the loaded dataset | 2023 |
| Alico | RETAINED BY CLIENT | $16,771 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | RETAINED BY CLIENT | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The National Plus Plan
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Lincoln, RI
- Amalgamated Life Insurance Co — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Innovative Software Solutions — Schedule C compensation
- J W Thompson Investments LLC — Schedule C compensation
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Alliant Insurance — Schedule C compensation
- Novak Francella — Schedule C compensation
- National Retirement Fund — Schedule C compensation
- Alico — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation