National Elevator Industry Fund Office Employees 401(K) Plan — Form 5500 plan (National Elevator Industry Office Employees Pension 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 Elevator Industry Fund Office Employees 401(K) Plan is a benefit plan reported by National Elevator Industry Office Employees Pension Plan under EIN 23-2624860 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $21,585,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Elevator Industry Office Employees Pension Plan
- EIN
- 23-2624860
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown Square, PA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $21,585,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241015153758NAL0014982851002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,585,276
- Net assets (EOY)
- $21,585,276
- Net assets (BOY)
- $17,714,331
Income & contributions
- Employer contributions
- $403,158
- Participant contributions
- $516,240
- Total contributions
- $1,066,878
- Total income / additions
- $4,129,246
Expenses & distributions
- Benefits paid
- $257,356
- Total expenses
- $258,301
- Net increase / (decrease)
- $3,870,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Insurance Co. Of America | RECORDKEEPER | $0 | $0 | 2023 |