Nhe Pension Plan — Form 5500 plan (Nationwide Healthcare Services LLC)

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, Nhe Pension Plan is a benefit plan reported by Nationwide Healthcare Services LLC under EIN 26-3999886 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $4,802,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nationwide Healthcare Services LLC
EIN
26-3999886
Plan number
001
Plan type
2
Location
Brick, NJ
Latest filing year
2023
Participants
493
End-of-year plan assets
$4,802,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023493H, C20241002093649NAL0008092385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,802,243
Total liabilities (EOY)
$898
Net assets (EOY)
$4,801,345
Net assets (BOY)
$4,200,114

Income & contributions

Employer contributions
$67,151
Participant contributions
$581,765
Total contributions
$650,120
Total income / additions
$1,236,315

Expenses & distributions

Benefits paid
$598,925
Administrative expenses
$36,159
Total expenses
$635,084
Net increase / (decrease)
$601,231

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmRECORDKEEPER$29,764$02023
Massachusetts Mutual Life Ins CompBROKER/ADVISOR$0$20,9982023
Intac Actuarial Services IncCONTRACT ADMINISTRATOR$3,531not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1,244not reported in the loaded dataset2023
Envestnet Retirement Solutions, LLCOTHER-$955not reported in the loaded dataset2023

Related Form 5500 pages